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
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.
Editing a Budget on the Calendar page
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.
Editing a budget on 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 budget on the Trends page using the side panel.
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.
Deleting a budget from the Budget page
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
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
Head to the Calendar
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.
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.
Moving a budget on the Calendar
You can quickly move a budget on the Calendar with a simple drag and drop.
Head to 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.
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