How to Edit/ Delete a budget

• Step 1: Select Financials then Budgets from the main navigation menu and click on 3 dots adjacent to a budget.

• Step 2: Click on Edit Budget button.

• Step 3: Edit Budget drawer will open. From here you can do required changes in the budget and click on Edit Budget button.

How to Delete a Budget.

• Step 1: Select Financials then Budgets from the main navigation menu and click on 3 dots adjacent to a budget.

• Step 2: Click on Delete Budget button.

• Step 3: Click on Delete button on the confirmation popup and budget will be deleted successfully.

Updated on: 07/04/2025