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Delete a Budget

Delete unused budgets in DoorLoop to keep your financial planning clean and current — Budgeting feature available on Pro and Premium plans only.

Written by Samuel

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 > Budgeting on the main menu. Find the budget you want to delete. Then click the 3-dots to the right of the budget and select Delete Budget.

  2. A delete confirmation will appear. Click Delete Budget to confirm and delete the budget.

The budget is now permanently deleted.


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