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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 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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