Edit Budget Information

Add details to a budget or edit the information you have entered.

1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Budgets” tab.
3. In the “BUDGETS” window that opens, locate the budget name in the list.
4. In the “Actions” column, open the three-dots menu and choose “View Budget Info.”
5. In the budget window that opens, click on the “Edit Budget” button at the top right.
6. When you are happy with your budget setup, click on the “Add” button to save it.
• For information about how to add budget details, see the “Create a New Budget” section of these instructions.