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Edit the Names and Value of Budget Line Items

Learn how to edit the names and values for Budget Categories and Account Codes

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Written by Brent Hardy
Updated over 3 years ago

EDITING THE NAME OF AN BUDGET CATEGORY OR ACCOUNT CODE

Double Click on the name of a Category or Account code you wish to edit. These are below the "Account Description" Heading. Note a cursor will appear showing you are now in edit mode. Account Codes are edited in a similar manner. To save your edits click outside of the description or hit Enter on your keyboard.

EDITING THE VALUE OF AN ACCOUNT CODE

Double click on the cell for an Account Code Value which is also located under the "Draft Budget" Heading. To save your edits click outside of the description or hit Enter on your keyboard.

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