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 copy any budget policy that you have created in your Divvy account. Copied policies retain merchant control and max transaction amount settings from the original policy. Policy names and budgets where the policy was previously applied are not copied.

Web Browser

  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 create a new policy using the selected policy's settings, click the Copy policy option [2].

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

    Enter Policy Name

  5. 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].

  6. In the Pre-spend section, you can view the existing settings copied from the previous policy for merchant controls [1] and max transaction amount [2]. To edit settings, click the Edit link for Merchant controls or Max transaction amount [3].

  7. To save the copied policy, click the Save Policy button.

  8. The copied policy displays in the Budget Policies page. Learn how to edit or delete a policy.

    View Copied Policy

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?