From the Insights page, you can view your personal spending history in Divvy. This data can be categorized by budget, merchant, and custom field. This article shows you how to open and view your personal spending insights from a web browser and the Divvy mobile app.

If you are an admin, you can also view Divvy Insights for your entire company.


Web

Jump to Mobile steps

  1. In the Divvy Navigation Menu, click your profile link.

Open Profile

2. Click the Insights tab.

Open Insights

The Insights page is divided into two sections; the Spend Graph and the Spend Summaries.

View Spend Graph

  1. In the Spend Graph, you can view your total spend amount for a selected time period. To adjust the time period, click the Time Period drop-down menu [1]. You can view the Spend Graph for the current month, last 12 months, current year, or all time. Your selected time period is used for all the data displayed in the Insights page.

  2. To filter the Spend Graph, click the Add Filter link [2]. You can filter by budget, card, merchant, or custom field.

  1. The Spend Graph displays the total spend and transactions amount for your selected time period and filters [3].

  2. To compare your selected time period to the previous time period, click the Compare button [4]. For example, if you are viewing data from this year, you can compare that data to data from the previous year.

  3. To view a detailed summary of Insights data, hover over any bar on the graph [5].

Note: Any filters or time period changes you make in the Company Spend Graph will affect the data throughout the rest of the page.

View Graph

View Spend Summaries - Budgets

In the Spend Summaries table, you can view spending information for your budgets, merchants, and custom fields.

  1. To view the Budgets table, click the Budgets tab [1]. The Budgets table displays the name [2], spend amount [3], percent of total spend [4], and number of transactions for every budget where you have spent during your selected time period.

  2. To export your Budget table, click the Export icon [6].

  3. To view more information for a budget, click the name of the budget [7].

View Budget Summary

4. When viewing details for a budget, the Merchant table displays spend information for each merchant you have spent with for that budget [1].

5. To view all transactions for the selected budget, click the View All Transactions button [2].

6. To view the budget, click the View Budget button [3].

7. To export the Merchant table, click the Export icon [4].

View Budget Details

View Spend Summaries - Merchants

  1. To view the Merchants table, click the Merchants tab [1]. The Merchants table displays the name [2], spend amount [3], percent of total spend [4], and number of transactions for every merchant where you have spent during your selected time period.

  2. To export your Merchants table, click the Export icon [6].

  3. To view more information for a budget, click the name of the budget [7].

View Merchant Summary

4. When viewing details for a budget, the Budgets table displays spend information for each budget where you have spent for that merchant [1].

5. To view all transactions for the selected merchant, click the View All Transactions button [2].

6. To export the Merchant table, click the Export icon [3].

View Merchant Details

View Spend Summaries - Custom Fields

To add a new table based on a custom field, click the Add tab link. Then select the custom field you want to view The new table displays with spending data based on your selected custom field.

Add Tab

Mobile

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

Open More Menu

2. Tap the Insights link.

Open Insights

View Insights Page

The Insights page displays data for budgets and spending in Divvy. You can filter the Insights page by current month to date [1], last 12 months [2], or all time [3]. Your selected time period is used for all the data displayed in the Insights page.

The Insights page displays the total spend amount [4], a spend graph [5], and the top budgets for the time period selected [6].

To view details for a budget, tap the name of the budget [7].

View Insights Page

View Budget Insights

The Budget Insights page displays the spend amount for that budget [1] and the top merchants within the budget [2]. All spend amounts reflect the time period filter selected on the main Insights page.

To open the budget, tap the View budget link [3].

View Budget Insights

View Insight Settings

  1. To view Insights settings, tap the Settings icon.

Open Insight Settings

2. From the Settings page, you can filter your Insights page by budgets [1], cards [2], merchants [3], and custom fields [4].

3. To apply your selected settings, tap the Apply link [5].

View Insight Settings

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

Did this answer your question?