As an account administrator or bookkeeper, you can create rules that will automatically make custom field selections for any transaction made at a specific merchant and within one of any selected budgets.

You can also prioritize all your merchant rules to manage which rule Divvy applies first if there are multiple rules that apply to the same transaction. You can also clone merchant rules.

If a transaction occurs that triggers a merchant rule for a custom field and a card rule, merchant rule, or individual default is also triggered, the following prioritization applies:

  1. Card rules

  2. Merchant rules

  3. Budget rules

  4. Individual defaults

Learn how to create automated budget rules in your account.

Web

jump to Mobile steps

  1. In the Navigation Menu, click the Settings link [1]. Then click the Transactions link [2].

2a. If you haven’t previously created automation rules, locate the Rules Automation section [1] and click the Add New Rule button [2].

2b. If you have automation rules, locate the Automation Rules section [1]. Then click the View link [2].

Then click the Add New button.

3. In the Rule Type drop-down menu [1], select the Merchant option [2].

4. Automated merchant rules can trigger if the merchant name either exactly matches a term or contains a term. For example, if you enter the term “Divvy”, you can set the rule to apply if the merchant name is exactly Divvy or if the merchant name includes Divvy anywhere in the name, such as Divvy.com, Divvy, Inc., etc.

To create a merchant rule that must exactly match your entered term, click the Equals option [1]. To create a merchant rule that must contain your entered term, click the Contains option [2].

5. Select the budget(s) where you want the automation rule to apply [1]. Selected budgets are indicated by a checkmark [2].

To select all budgets, click the All budgets option [3]. To remove a budget, click the Remove icon for that budget [4].

6. In the Make These Field Selections section, view all your selected budgets [1]. Each budget displays custom fields that have been applied to that budget [2].

If you want a custom field option to be automatically applied for any transaction for the selected budget, click the drop-down menu for the custom field and select the option you want applied [3].

7. To save the automated merchant rule, click the Save button.

8. Your new rule displays in the Merchant Rules tab [1]. You can prioritize merchant rules so Divvy will apply higher priority rules before lower priority rules. For example, you may want to give a higher priority to a rule that exactly matches a merchant name over a rule that contains the same merchant name.

To adjust the priority for a rule, click the Move icon for the rule and drag and drop the rule to your desired location [2]. You can also click the Priority field for the rule and enter the priority number.

Mobile

  1. In the Navigation Menu, tap the More link.

2. Tap the Automation Rules link.

3. Tap the Add New link.

4. Tap the Merchant Rule button.

5. Automated merchant rules can trigger if the merchant name either exactly matches a term or contains a term. For example, if you enter the term “Divvy”, you can set the rule to apply if the merchant name is exactly Divvy or if the merchant name includes Divvy anywhere in the name, such as Divvy.com, Divvy, Inc., etc.

To create a merchant rule that must exactly match your entered term, tap the Equals button [1]. To create a merchant rule that must contain your entered term, tap the Contains button [2].

Then enter the name of the merchant in the Merchant Name field [3].

6. To select a budget, tap the Then make these budget selections field [1]. To make your first budget selection, tap the Budget 1 field [2]. To select all budgets, tap the All budgets option [3]. To select a specific budget, tap the name of the budget [4].

7. Your selected budget displays custom fields that apply to that budget [1].

If you want a custom field option to be automatically applied for any transaction in the selected budget, tap the drop-down menu for the custom field and select the option you want applied [2].

8. To add merchant rules for an additional budget, tap the Add a budget link.

9. To save your merchant rule, tap the Save link.

Learn how to edit and delete merchant rules.

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