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.
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
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