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 edit any budget policies that you have created in your Divvy account. You can edit a policy from the Budget Policies page or from any budget where the policy has been applied previously.

When a policy is updated, changes will not automatically apply to any budgets associated with the policy. You must apply changes to budgets after any changes are made.

You can also delete policies, but deleting a policy will not remove it from a budget. You must delete the policy from the budget to completely erase the imposed policy.


Table of Contents


Web Browser

Edit From Budget Policies Page

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

    Open Budget Policies
  2. To open the Options menu for a budget policy, find the policy and click the Options icon [1].

  3. To apply the policy to budgets in your account, click the Apply to budget option [2]. View steps 9-10 of this section for additional instructions on selecting budgets.

  4. To create a new policy using the selected policy's settings, click the Copy policy option [3].

  5. To delete the policy, click the Delete option [4].

    View Policy Options

  6. To edit a budget policy's name or settings, you must open the policy. In the Search field, search for the policy you want to edit [1]. When the policy displays in the list, click the name of the policy [2].

    Budget Policies Page

  7. To edit the policy, click the Edit link for the part of the policy you want to change. You can edit a policy's name [1], merchant control settings [2], and max transaction limit [3]. Learn more about creating budget policy settings.

    Edit Policy Settings

  8. To apply policy changes to budgets, click the Apply to Budgets button.

    Apply to Budgets
  9. From the Apply to a budget window, you can apply the policy to selected budgets. 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].

    Select Budgets

  10. To apply budget changes, click the Apply button.

    Apply Button
  11. A confirmation message displays when the budget policy has been successfully updated.

    Confirmation Message

Edit From Budget Page

  1. You can also edit a policy's settings by opening a budget associated with the policy and clicking the Edit Policy link.

  2. To edit the policy, click the Edit link for the part of the policy you want to change. You can edit a policy's name [1], merchant control settings [2], and max transaction limit [3]. Learn more about creating budget policy settings.

    Edit Policy Settings

  3. To save you changes, click the Done button.

    Done Button

  4. To undo the policy application for a budget, click the Reset button. Resetting a budget policy will remove all applied settings that were originated from the budget policy.

    Reset Button

  5. To confirm you want to reset the policy, click the Reset Budget Policy button.


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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