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Budgets
Budgets
Before you spend in Divvy, set up your budgets.
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+2
25 articles in this collection
Written by
Gentry Davies,
Julia Hardy,
Rachel
and 2 others
How do I view the history of a budget in Divvy?
Learn how to view and filter the history of a budget.
Written by
Cody Titmus
Updated over a week ago
Admins & Budget Owners
Budgets Overview
Learn how to view and manage budgets as an admin or bookkeeper.
Written by
Cody Titmus
Updated over a week ago
How do I create a budget in Divvy?
Learn the basics of budget creation from a web browser or the Divvy mobile app.
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
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
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.
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.
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.
Written by
Cody Titmus
Updated over a week ago
How do I change a budget member's attribute 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.
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.
Written by
Cody Titmus
Updated over a week ago
How do I assign custom field options for a Divvy budget?
Learn how to assign the custom fields options available for selection from a specific budget.
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.
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.
Written by
Cody Titmus
Updated over a week ago
What happens to transactions when I delete a budget?
Written by
Bella Harrington
Updated over a week ago
Spenders
How do I select an active budget in the Divvy mobile app?
How to select an active budget before making a physical card transaction
Written by
Cody Titmus
Updated over a week ago
How do I request funds as a budget member in Divvy?
How to request budget funds as a budget member on the mobile app
Written by
Cody Titmus
Updated over a week ago
How do I return funds as a budget member in Divvy?
Learn how to return funds to a budget in Divvy from the mobile app.
Written by
Cody Titmus
Updated over a week ago
Divvy Budgets Tutorial
Budgets - Key Concepts for using Budgets in Divvy
In part 1/4 of this series, we'll explain core concepts of Divvy budgets to help you control spend.
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Written by
Julia Hardy
Updated over a week ago
Budgets - Working with Budgets
In part 2/4 of this series, we'll explain how to start working with budgets as an Admin.
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Written by
Julia Hardy
Updated over a week ago
Budgets - Teaching spenders and budget owners about budgets
In part 3/4 of this series, we'll explain how to train your spenders to use budgets and start spending.
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Written by
Julia Hardy
Updated over a week ago
Budgets - A Deeper Dive for Admins
In part 4/4 of this series, we'll explain how to train your spenders to use budgets and start spending.
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Written by
Julia Hardy
Updated over a week ago
Budget Policies (Beta Feature)
How do I create a budget policy in Divvy?
Learn how to create a new budget policy that applies merchant control and max transaction amounts to selected budgets.
Written by
Cody Titmus
Updated over a week ago
How do I copy a budget policy in Divvy?
Learn how to copy the settings of an existing budget policy to create a new budget policy.
Written by
Cody Titmus
Updated over a week ago
How do I edit or delete a budget policy in Divvy?
Learn how to edit or delete a budget policy in your Divvy account.
Written by
Cody Titmus
Updated over a week ago