You can change budget amounts, create new budgets, create sub-budgets within the main budget, create custom sub-budgets, and delete budgets.
ℹ️ — If you increase a sub-budget to an amount greater than the main budget, the main budget amount will automatically increase. However, deleting or reducing a sub-budget will not affect the main budget.
To change a budget's amount:
1. Click on your desired budget or sub-budget whether represented as a bubble or on the list.
2. Click
3. Enter your desired budget amount. You'll see your available unbudgeted funds above the budget amount.
4. Click
or click 
if you change your mind
2. Click
3. Enter your desired budget amount. You'll see your available unbudgeted funds above the budget amount.
4. Click
or click if you change your mindTo create a sub-budget:
1. Click on your chosen main budget to bring up the budget details window.
2. Click on :
3. Select your desired sub-budget from the list that appears; the sub-budget will automatically be given an amount based on past spending. Alternatively, you may create a custom sub-budget:
4. Click
5. Enter a new name for the sub-budget.
6. Click
2. Click on :
3. Select your desired sub-budget from the list that appears; the sub-budget will automatically be given an amount based on past spending. Alternatively, you may create a custom sub-budget:
4. Click
5. Enter a new name for the sub-budget.
6. Click
To delete a budget:
1. Click on the budget to open the details window.
2. Click on
.
3. Click
4. Click
again to confirm.
2. Click on
. 3. Click
4. Click
again to confirm.
To learn more about the Budgets tool, watch the quick clip here.
Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.
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