Budgets

Before you spend in Divvy, set up your budgets.

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21 articles in this collection
Written by Gentry Davies, Julia Hardy, Rachel and 2 others
Admins & Budget Owners

Budgets Overview

What is a budget? What are the general areas, how to add people, manage limits
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Written by Cody Titmus
Updated over a week ago

How do I create a budget in Divvy?

Understanding the basics of budget creation
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Written by Cody Titmus
Updated over a week ago

How should I organize my budgets in Divvy?

There are many ways to use budgets within your company
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Written by Gentry Davies
Updated over a week ago

What do the types of funds mean in a Divvy budget?

Budget funds can be easily understood from the Budget snapshot
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Written by Cody Titmus
Updated over a week ago

How do I send funds to budget members as a budget owner?

Steps to send budget members funds as a budget owner on the mobile app
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Written by Cody Titmus
Updated over a week ago

How do I edit assigned funds in a Divvy budget?

Learn how to change the amount of assigned funds for a user or vendor card on a web browser or mobile app.
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Written by Cody Titmus
Updated over a week ago

How do shared funds budgets work in Divvy?

Learn how to manage shared funds for a budget in Divvy.
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Written by Rachel
Updated over a week ago

How do I add users to a budget in Divvy?

Learn how to add users to a Divvy budget from a web browser or the Divvy mobile app.
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Written by Cody Titmus
Updated over a week ago

How do I change a budget member's role in Divvy?

Learn how to promote a budget member to a budget owner, demote a budget owner to a budget member, and remove users from a budget.
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Written by Cody Titmus
Updated over a week ago

How do I edit a budget in Divvy?

Learn how to modify a Divvy budget from a web browser or mobile device.
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Written by Cody Titmus
Updated over a week ago

How do I copy a budget in Divvy?

Learn how to copy a Divvy budget from your web browser.
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Written by Cody Titmus
Updated over a week ago

How do I retire or unretire a budget in Divvy?

Learn how to retire a budget or unretire a budget that has already been retired.
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Written by Cody Titmus
Updated over a week ago

What happens to transactions when I delete a budget?

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Written by Bella Harrington
Updated over a week ago