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Delete a Budget

If you created a budget you want to delete, you can do so.

Samuel avatar
Written by Samuel
Updated over 11 months ago

Overview

Make sure to delete unnecessary budgets to ensure your budgeting process remains streamlined and reflective of current financial strategies.

Note: The Budgeting feature is not available for Starter Plans. Please consider upgrading to the Pro or Premium plans to use this feature.

The Steps

  1. To delete a budget, click Accounting on the main menu and then click Budgeting. Find the budget you want to delete and click the 3 dots menu to the right of the budget.

  2. Click Delete Budget to delete the selected budget.

  3. A popup will appear for you to confirm you are sure you want to delete the selected budget. Click Delete Budget to confirm and delete the budget.


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