Edit, Clone, and Delete Budget

Edit Budget

If you have any changes to be made to your budgets, you can edit them any time. To edit a budget:

1. Click Admin View.
2. Go to Budgets.
3. Click the More icon in the right corner of the budget you want to edit.
4. Click Edit.
   
5. Edit the required details in your budget.
6. Click Save.
   

Clone Budget

If you want to replicate a budget you had made earlier, you can just clone them. For example, if you want to create a new budget with most of the budget amounts from an existing budget, you can choose to clone it and update the required values. To clone a budget:

1. Click Admin View.
2. Go to Budgets.
3. Click the More icon in the right corner of the budget you want to clone.
4. Select Clone.
   
5. A new budget page will open. Provide a name for the budget and you can edit the budget amount based on your needs.
6. Click Save. A clone budget will be created.
   

Delete Budget

If you don’t want to use a budget, you can delete them permanently. To delete a budget:

1. Click Admin View.
2. Go to Budgets.
3. Click the More icon in the right corner of the budget you want to delete.
4. Select Delete.
   
5. In the popup that opens, click Delete to delete the budget.