Edit or delete a budget

You may want to change or update a budget that you have previously created. You can edit a budget from either the Budget or the Calendar page.

Edit a budget from the Budget page

  1. Head to the Budget page from the menu, Budget and Reports > Budget
  2. Navigate to the category you'd like to edit and hover your mouse on the far right-hand side of the panel. A three dot menu will appear.

  3. Click the three dot menu and select Edit /delete.
  4. Alternatively, select the category name, and you'll be redirected to the Trends page. In the purple toolbar select Edit budget

    Any budget event assigned to that category will appear. Click on the specific budget you'd like to edit.
  5. Edit the budget as required and press the Update button. 

    You'll then be asked to choose when to apply the update, as shown in the article: I'm editing a budget - what do these options mean?
  6. The budget has now been updated.
  7. You can also select Delete budget, if you wish to delete the budget. You'll then be given a selection of delete options.

Edit a budget from the Calendar

  1. Head to the Calendar page from the menu, Forecast > Calendar
  2. Locate and click a budget event in the calendar.

  3. Edit the budget as required and press the Update button.

    You'll then be asked to choose when to apply the update, as shown in the article: I'm editing a budget - what do these options mean?
  4. The budget has now been updated.
  5. You can also select Delete budget, if you wish to delete the budget. You'll then be given a selection of delete options.

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