Editing a single budget

Once a budget has been created, this is not set in stone and can be easily edited. To get started, click into the budget line:



From here there are a number of options for editing individual budgets.



  • The date field can be changed, either within the same month or to a totally different month
  • The amount can be adjusted
  • The eye symbol allows you to exclude that budget occurrence from the cash flow, or re-include it if it has previously been excluded
  • The cross symbol allows you to delete that single budget occurrence
  • The plus symbol, below the budget tile, allows you to quickly add in a new budget for that month

Powered by Zendesk