Budget policies are currently only available to Divvy accounts in an open beta group. If you are interested in joining this group and using this feature, please contact your Customer Success Manager.

As an admin, you can create a budget policy that applies settings for merchant controls and max transaction amount to any selected budget. You can also create a new budget policy by copying an existing policy.

Learn more about merchant control settings.

Web Browser

  1. In the Divvy Navigation Menu, click the Budgets link and select the Budget policies option.

    Open Budget Policies
  2. Click the Create New Policy button.

    Create New Policy Button

  3. Enter a name for the policy in the Policy Name field.

    Enter Policy Name

  4. In the Budgets drop-down menu, select the budgets where the new policy will be applied. To apply the policy to all budgets, click the Select All button [1]. To select specific budgets, search for a budget in the Budgets field [2] and/or select any budgets from the displayed list [3].

  5. To apply merchant control settings to the budget policy, click the Set control link.

    Set Control
  6. Merchant control settings are similar to the settings that can be set at the budget level. You can block transactions for specific categories [1] or only allow transactions for specific categories [2]. You can then manage which categories are blocked or allowed [3].

  7. To save your merchant control settings, click the Save Control button [4].

    Merchant Control Settings

  8. To apply a max transaction amount, click the Set limit link.

    Set Limit

  9. Enter the maximum transaction amount [1]. Any transaction above this amount will be declined for any budgets attached to the policy [2].

    Max Transaction Limit

  10. Review the settings for the budget policy [1]. To save the new policy, click the Save Policy button [2]. Learn how to edit or delete a policy.

Save Changes

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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