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How To Edit Budgets?
How To Edit Budgets?

Easily update your budgets to reflect changes in spending habits, adjust limits for specific months, or modify details as needed.

Mihkel Vetemaa avatar
Written by Mihkel Vetemaa
Updated over a week ago

You might want to edit a budget to adjust its limits for the next month, update its details, or make other changes as described in the budget creation process. Here's how:


Steps to Edit a Budget

  1. Go to the "Planning" tab.

  2. Select the budget you want to change.

  3. Tap the edit button in the top-right corner.

  4. Make changes to any fields as needed.

  5. Press Save to apply your changes.

Adjusting Budget Limits

  • Change the Ongoing Month: Use "Month-Specific Limit" to update the current month’s limit.

  • Set a Future Limit: Under "Month-Specific Limit", select "Add Future Limit", pick the next month from the calendar, and enter the new limit.

  • Update a Past Limit: Use "Month-Specific Limit", select "Add Past Limit", pick a historical month, and set the desired limit.

  • Press Save to apply your changes.

Regularly reviewing and adjusting your budgets ensures they remain aligned with your financial goals.

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