Editing, moving or deleting a budget

Once you've created a budget, you can edit, move or delete it at any time. This can be useful if you want to change a specific event within a repeating budget, amend a budget to better reflect your earning and spending or change the date it occurs.
You can perform these changes from the Budget page, Calendar page and Trends page.
In this user guide

Editing a budget on the Budget page

1
Head to the Budget page and navigate to the budget you'd like to edit
2
Hover over the budget and click the three-dot menu on the right side of the row
3
Select Edit / Delete

Note:

If you have set up more than one budget for this category, you can see these by selecting View all category budgets. All budgets for this category will be listed. Click on the budget you wish to edit.

If you choose to edit a transfer budget, PocketSmith will display both the income and expense side of the transfer as two separate budgets. You can select either of these and, any changes you make to one will automatically be applied in the other.

4
Make the changes within the budget form (you can switch between the SIMPLE BUDGET FORM and the ADVANCED OPTION by selecting these options from the bottom left corner of the form). Once you're happy with your changes, select Update

5
If you are editing a repeating budget, choose how you'd like to apply this change and click Confirm changes

Editing a Budget on the Calendar page

1
Head to the  Calendar
2
Click on the budget event you'd like to change

3
This will open the budget form window. Make the changes within the budget form (you can switch between the SIMPLE BUDGET FORM and the ADVANCED OPTION by selecting these options from the bottom left corner of the form). Once you're happy with your changes, select Update


Note:

If you choose to edit a transfer budget, any changes you make to one side of the budget transfer will automatically be applied in the other.

4
If this is a repeating budget, you'll need to choose how you'd like to apply this change. Once you're happy with your selection, click Confirm changes
5
The Calendar page will reload with your updated budget

You can use the Trends page to look at your earning and spending over time. You can choose to view any particular budget on the Trends page using the side panel.

1
Once viewing a particular budget on the Trends page ( Reports > Trends), you can edit it by selecting Edit budget from the toolbar

2
This will open the Events categories window under the Budgets tab. This window shows all budgets related to the category. Click on the budget you'd like to change.

Note:

If you have chosen to edit a transfer budget (like the one shown in the image above), PocketSmith will display both the income and expense side of the transfer as two separate budgets. You can select either of these and, any changes you make to one will automatically be applied in the other.

4
Make the changes within the budget form (you can switch between the SIMPLE BUDGET FORM and the ADVANCED OPTION by selecting these options from the bottom left corner of the form). Once you're happy with your changes, select Update.

5
If you are editing a repeating budget, choose how you'd like to apply this change and click Confirm changes

Deleting a budget from the Budget page

1
Head to the Budget page, and navigate to the budget you'd like to edit
2
Hover over the budget and click the three-dot menu on the right side of the row
3
Select Edit / Delete 

Note:

If you have set up more than one budget for this category, you can see these all by selecting View all category budgets.

If you choose to delete a transfer budget,PocketSmith will display both the income and expense side of the transfer as two separate budgets. You can select either of these to delete. You'll then be given the option to also delete the budgets related transfer

4
This will open the budget form. Select Delete budget from the bottom left corner
5

There are a few options to consider when deleting the budget

  • If this is a one-off budget, PocketSmith will ask that you confirm this change
  • If this budget is a repeating budget, PocketSmith will ask how you would like this delete action to be applied. We have more information about these delete options here: Options for deleting a repeating budget
  • If this is a transfer budget, you'll be given the option to also delete the budgets related transfer

Select the  appropriate options, then click Confirm Deletion

Deleting a budget from the Calendar page

1

Head to the Calendar

2
Click on the budget event you'd like to delete

3
This will open the budget form. Select Delete budget from the bottom left corner
4

There are a few options to consider when deleting the budget

  • If this is a one-off budget, PocketSmith will ask that you confirm this change
  • If this budget is a repeating budget, PocketSmith will ask how you would like this delete action to be applied. We have more information about these delete options here: Options for deleting a repeating budget
  • If this is a transfer budget, you'll be given the option to also delete the budgets related transfer

Select the appropriate options, then click Confirm Deletion

Deleting a budget from the Trends page

You can use the Trends page to look at your earning and spending over time. You can choose to view any particular one of your budgets on the Trends page using the side panel.

1
Once viewing a particular budget on the Trends page ( Reports > Trends), you can delete it by first selecting Edit budget from the toolbar

2
This will open the Events categories window under the Budgets tab. This window shows all budgets related to the category. Click on the budget you'd like to change.

Note:

If you have chosen to delete a transfer budget (like the one shown in the image above), PocketSmith will display both the income and expense side of the transfer as two separate budgets. You can select either of these and, once you choose to delete one budget, you'll have the option to simultaneously delete the other.

4
This will open the budget form. Select Delete budget from the bottom left corner
5
If this budget is a repeating budget, PocketSmith will ask how you would like this delete action to be applied. We have more information about these delete options here: Options for deleting a repeating budget
Select the appropriate option, then click Confirm Deletion

Moving a budget on the Calendar

You can quickly move a budget on the Calendar with a simple drag and drop.

1

Head to the Calendar

2
Navigate to the budget event you'd like to move and click and hold it with your cursor. You'll then be able to drag and drop it to another date on the calendar.

Note:

If this is a one-off budget, then once you move the budget, the Calendar page will automatically re-load and showing the budget on the new date.

If you're moving one budget event within a repeating budget series, PocketSmith will ask how you'd like this change to be applied. For example, whether you'd like to just move this budget event, all relating budget events within the repeating budget.

3
If this is a budget event within a repeating budget series, select how you'd like this change to be applied and click Confirm Date Change

Considerations when applying changes to repeating budgets

If you make changes to a repeating budget, you'll need to choose how these changes are applied. Because a repeating budget has multiple budget events attached to it (based on the frequency you've chosen for your budget to repeat), you can apply the changes to just one budget event, the whole repeating budget or all future budget events.

Learn more about the options that can be applied when changing or deleting a repeating budget here: Options for applying changes to a repeating budget

Still need help? Contact Us Contact Us

Related Articles