As an admin, you can copy a budget from a web browser or the Divvy mobile app. Copied budgets will retain the settings from the original budget, including the budget limit, roster, and custom fields. You can give the budget a unique name and select the reset period and expiration.


Web

jump to Mobile steps

  1. In the Divvy Navigation Menu, click the Budgets link.

    Open Budgets

2. Find the budget you want to copy [1]. Hover your cursor over the budget and click the Copy icon [2].

Copy Icon

3. You can also copy the budget from the budget page. Click the Options icon [1] and click the Copy Budget link [2].

4. Follow the steps in this article to create the settings and details for the budget. The budget name, limit, budget owner, budget members, and custom fields are filled in automatically.


Mobile App

  1. In the Divvy Navigation Bar, tap the Budgets icon [1]. If the Budgets icon is not in your Navigation Bar, tap the More icon [2], then tap the Budgets link [3].

Open Budgets - Mobile

2. Select the budget you want to copy.

Note: You can also long press the budget to view the option to copy the budget.

3. Tap the Options icon.

4. Tap the Copy budget button.

Copy Budget

5. Follow the steps in this article to create the settings and details for the budget. The budget name, limit, budget owner, budget members, and custom fields are filled in automatically.


If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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