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 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 Budget & Reports > Budget 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 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 Start budget window and select Update 


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

On the Calendar page

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

3
This will open the budget edit window. Make the changes you'd like and select Update. 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 

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
The Calendar page will reload with your updated 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. 

1
Once viewing a particular budget on the Trends page ( Budget and 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 you'd like within the Start budget window and 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

On the Budget page

1
Head to Budget & Reports >  Budget, 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
Select  Delete budget 
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

On the Calendar page

1

Head to the  Forecast Calendar

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

3
Select Delete budget
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

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 one of your budgets on the Trends page using the side panel. 

1
Once viewing a particular budget on the Trends page ( Budget and 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 window. 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   Forecast > 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

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