Deactivate a Budget

If you no longer need a specific budget, deactivate it so it no longer appears in Financials.

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 “Deactivate Budget.”
5. In the “DEACTIVATE BUDGET?” window that opens, click on the “Deactivate” button to deactivate the budget and return to the “BUDGETS” screen. If you opened the “DEACTIVATE BUDGET?” window by mistake, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.