Creating, editing, or deleting budgets
You're able to create new budgets, edit existing budgets, or delete budgets from the Calendar tab. Tap Calendar at the bottom of the screen to access the Calendar tab:
Creating a new budget
Tap the + icon on the Calendar page to create a new budget:
Fill in the budget details, including category, date, budget type, amount, and frequency:
Tip The start date will default to the date you are currently viewing in the calendar. To select a different date, tap the date field, and use the date selector.
Note
Please note that it is not yet possible to create a transfer budget via the mobile app, and you'll need to do this via the web app. For detail on how to do this, see: Creating a transfer budget
Tap Save to save your new budget
Editing budgets
Within the mobile app, you are able to edit the following details for a budget:
- the amount
- add a note
- the repeat period
To edit a budget, locate the budget or the specific budget event on the calendar:
Tap on the budget to view the budget details:
Edit the details as required, then tap Save
Choose how you'd like the budget changes to be applied:
Budget event change options:
- This occurrence only Use this option if you want to edit just this one specific budget event within the repeating budget series, leaving others unchanged.
- This and future occurrences Updates the selected budget event and all future events in the series. All budget events before the selected date remain unchanged.
- All occurrences in this series This will edit all budget events within the budget series from the start date onwards, apart from existing one-off exceptions from previous "this occurrence only" edits.
Note
It is not possible to edit the following budget details via the mobile app:
- the budget date
- the account a budget is assigned to
- the budget type (ie. income or expense)
To make these changes, you would need to use the web app, following the steps outlined here: Editing, moving or deleting a budget
Deleting budgets
You're able to delete a single budget event or an entire budget series, as shown below.
Locate the budget or the specific budget event on the calendar, then tap on the budget to view the budget details.
Tap Delete
Choose how you would like the deletion to apply:
Budget event change options:
- This occurrence only Use this option if you want to delete just this one specific budget event within the repeating budget series, leaving others intact.
- This and future occurrences Deletes the selected budget event and all future events in the series. All budget events before the selected date remain intact.
- All occurrences in this series This will delete all budget events within the budget series.