Edit a Budget

  • Updated

You can change budget amounts, create new budgets, create sub-budgets within the main budget, create custom sub-budgets, and delete budgets.

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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.

    1. Click on your desired budget or sub-budget whether represented as a bubble or on the list.
    2. Click Edit Budget.
    3. Enter your desired budget amount. You'll see your available unbudgeted funds above the budget amount.
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    4. Click Save or click Cancel if you change your mind.
    1. Click on your chosen main budget to bring up the budget details window.
    2. Click on Add New Sub-Budget.
    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:
    1. Click Add a Sub-Category.
    2. Enter a new name for the sub-budget.
    3. Click Add.
    1. Click on the budget to open the details window.
    2. Click on Edit Budget.
    3. Click Delete on the budget you want to remove.
    4. Click Delete 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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