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Editing Repeating budgets
Editing Repeating budgets

Changing all budget occurrences

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

Similar to the individual edit actions, the actions for editing multiple budgets at once are accessed by clicking into the blue budget row.

From here you have a couple of options:

Click on the 'Edit repeating schedule' button to edit the existing budget information.

From here you will be able to edit the date, frequency and value of the budget.

When changing the amount, suggestions using the last month, 3 months or 6 months totals are served up, or you can simply free type in the box.

An end date can also be set, or alternatively the 'Never' option allows the budget to roll over indefinitely.

Using the 'More' drop down will allow you to include/exclude all payments, or delete the budget entirely

The name of the budget can also be changed from this screen.

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