Budgets

Before you spend in Divvy, set up your budgets.

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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

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.

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.

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.

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.

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