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Editing a single budget
Editing a single budget

Changing single budget occurrences

Jane Gilhooly avatar
Written by Jane Gilhooly
Updated over a week ago

Editing single budgets

When you have more information about the future, you may need to edit your budgets to make your forecast accurate. To get started, click into the blue budget line to show the following screen.


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.ย 

The X 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
If you would like to edit multiple budgets using a bulk action, find out how here.

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