How do I edit a budget?

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

Edit a budget from the Calendar

  1. Locate and select a budget event in the calendar

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

    You may then be asked to choose when to apply the update, as shown in the article at: I'm editing a budget - what do these options mean?

  3. The budget has now been updated

Edit a budget from the Budgets page

  1. Select the category

  2. Select Edit the [category name] budget from the toolbar

  3. Select the budget you want to edit

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

    You may then be asked to choose when to apply the update, as shown in the article at: I'm editing a budget - what do these options mean?

  5. The budget has now been updated

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