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 a group owner in Divvy, you oversee a spending amount designated by a Divvy admin. You can organize and manage this spending using budgets. In this article, you will learn about the basics of groups and budgets. View the attached links to learn more about these topics.

Table of Contents

View Group

To open your group from a web browser, click the Budgets link in the Divvy Navigation Menu.

On the Budgets page, select the group where you want to add the new budget [1]. Groups are identified by the Group icon [2]. To find a group, enter the group name in the Search field [3].

To open the group from the Divvy app, tap the Budgets icon in the Divvy Navigation Bar [1]. If the Budgets icon is not in your Navigation Bar, tap the More icon [2], then tap the Budgets link [3].

Open Budgets

On the Budgets page, enter the name of the group where you want to add the new budget [1]. Groups are identified by the Group icon [2]. Tap the name of the group [3].

Manage Groups

As a group owner, you have been assigned a group limit by your Divvy admin. This limit is the total amount that can be spent in your group. Group limits can either reset at a specific time interval or not include a reset interval. You can view the group limit from the group page [1]. Groups with a recurring limit display a Recurring label [2] and the current time interval [3]. Reset intervals can be set to monthly, quarterly, or yearly.

Groups without a recurring limit display a No Interval label.

In your group, you can create budgets, where all spending takes place, or create additional groups to organize and delegate budgets and spending. You can have up to three group levels within a parent group.

Create Budgets

All spending in Divvy takes place in budgets. Each budget includes a spending limit, which can then be allocated to members and cards within that budget. As a group owner, you can manage the creation and settings of any budget within your group.

To create a budget from a web browser, open the group, click the Add button [1], and select the Create new budget option [2].

From the Divvy app, open the group, tap the Options icon [1], and select the Create a budget option [2].

Learn more about creating a budget.

Manage Budget Roster

Any person in your Divvy account can be added to your budget as an owner or member. Budget owners can manage budget settings, create cards, and send funds to users. Depending on your shared fund settings, budget members can either spend specifically from funds assigned to them or spend from all available budget funds.

To add users from a web browser, click the Add Owners link [1] or Add Members link [2] on the Budget Snapshot page.

To add users from the Divvy mobile app, tap the Options icon from the budget page [1]. Then tap the Add an owner link [2] or Add a member link [3].

Add an Owner or Member

View Budget Settings

When creating and managing any budget, you should be familiar with the following terms and settings:

Automatically Add New People: This setting adds any new user in your account to the budget.

Budget Funds: This includes the budget limit, amount spent, amount assigned, and amount available. Learn more about the types of budget funds.

Budget Interval: This is the timeline when budget funds reset. Budget intervals can either be set to match the group reset interval or to never reset.

Buffer: This is the amount that budget members can spend over the budget limit, if approved by a budget owner.

Expiration Date: This removes all funds from people and cards in a budget at a specific date.

Shared Funds: This determines who can access funds in a Divvy budget. You can require that all budget members must be assigned funds by a group owner or admin, require budget owners to allocate funds to other members, or allow all budget members to have access to all available funds. Learn more about shared funds.

Vendor Cards: Vendor card transactions can be assigned to any budget member and are visible to any members of that budget. Their spend limit can either be capped at the amount of available funds in a budget or capped at a specific number set when the card is created. Learn more about creating virtual vendor cards in Divvy.

To learn more about budgets, view our Budgets Overview article.

Edit and Send Funds

Once users are added to your budget, you can easily edit the funds assigned to any budget member or card on a recurring basis or solely for the current budget period.

If you are viewing your budget from a web browser, you can view the assigned funds for the budget period in the Assigned column [1]. To quickly edit assigned funds for the current period, click the Assigned field for the member or card, enter the amount [2], and click the Save Changes button [3].

Edit Assigned Funds

You can also edit funds in a web browser by clicking the Change Current Funds button in the Budget Snapshot. After you click the button, you can edit funds on a recurring basis or for the current period only for a single user or multiple users at the same time.

From the mobile app, you can edit funds by tapping the name of a member or card [1] and tapping the Edit Funds link [2]. Similar to a web browser, you can edit funds on a recurring basis or for the current period only.

Edit Funds - Mobile

Additionally, you can send funds to budget members. When sending funds, you can select the amount of budget funds to send to an individual user or multiple users. To send funds from the Budget Snapshot on a web browser, click the Send Funds button.

Send Funds Button

To send funds from a mobile device, tap the Options icon from the Budget Snapshot page [1] and select the Send funds option [2].

Send Funds - Mobile

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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