Groups are a beta feature. If you cannot access groups in your account, this feature has not been enabled. For more information about enabling this feature, contact your Customer Success Manager.
As an admin or owner of a parent group, you can create a group within another group. The group limit of a nested budget is deducted from the group limit of the parent group. Within your group, you can create budgets. These budgets include their own budget limit, which is deducted from the group limit.
Each group must have at least one group owner. Group owners can create and manage budgets and create additional groups and limits within the group. Group owners can perform several actions that impact spending within their group, including creating budgets, setting budget limits, adding and removing budget members, and creating vendor cards. Any group owners from the parent group are automatically added as group owners to the new group. Unless they are admins, group owners cannot edit the limit to the top-level group to which they are assigned.
Web Browser
In the Divvy Navigation Menu, click the Budgets link.
On the Budgets page, select the group where you want to add the new group [1]. Groups are identified by the Group icon [2]. To find a group, enter the group name in the Search field [3].
3. Click the Add button [1] and select the Create new group option [2].
4. In the Group Name field, add a name for the group.
5. In the Group Limit field, enter a limit for the group [1]. The total amount available in the parent group displays in the Available in Group section [2]. This total adjusts automatically based on the number entered as the group limit.
6. When adding a group to a parent group, you can either select to have the group limit reset at the same cadence as the parent group [1] or set the group limit to never reset [2]. The parent group recurring cadence displays following the option [3].
7. Click the Next button.
8. Any group owners from the parent group are automatically added as group owners to the new group [1]. To add additional owners, click the Edit group owners link [2]. Group owners can perform several actions that impact spending within their group, including creating budgets, setting budget limits, adding and removing budget members, and creating vendor cards.
9. Enter the name of a user you want to add in the Search field [1]. Then click the name of any users you want to add in the list [2].
10. To view all users you have selected, click the # selected drop-down [3]. To add select users as owners, click the Done button [4].
11. Click the Next button.
12. Review all the details of the group [1]. To make any changes, click the Edit link for the section you want to update [2].
13. Click the Create Group button [3].
Mobile App
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].
Tap the Options icon.
Tap the Create a group button.
To select a parent group, tap the Parent Group menu.
Tap the parent group where you want your new group to be organized [1]. If a group belongs to a parent group, the parent group is listed below the group [2].
In the Limit field, enter a limit for the group [1]. The total amount available in the parent group displays in the Available in Group section [2]. This total adjusts automatically based on the number entered as the group limit.
When adding a group to a parent group, you can either select to have the group limit reset at the same cadence as the parent group or set the group limit to never reset.
To select group owners for the group, tap the Group Owners field. Any group owners from the parent group are automatically added as group owners to the new group, but can be removed later as long as at least one other owner exists in the group. Group owners can perform several actions that impact spending within their group, including creating budgets, setting budget limits, adding and removing budget members, and creating vendor cards.
In the Search field, enter the name of a user you want to add as an owner [1]. Then tap the name(s) of the users you want to add [2].
To save the group owners, tap the Done link [3].
To save the group, tap the Done link.
If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.