Delete a Deactivated Budget

Deactivated budgets are hidden from view but not deleted. If you want to remove a budget permanently, delete it.

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, activate the “Show Inactive” toggle switch at the top right of the screen.
4. Locate the budget name in the list. Deactivated items appear with a light gray background.
5. In the “Actions” column, open the three-dots menu and choose “Delete Budget.”
6. In the “DELETE BUDGET” window that opens, click on the “Delete” button to delete the budget and return to the “BUDGETS” screen. If you opened the “DELETE 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.