Archive a budget

Step-by-step guide to remove a budget from use.

An admin or budget owner can make a budget inactive at anytime.
If a budget is no longer required and does not need to be seen on your main budgets screen, simply archive it by following these steps.

Follow the steps below to see how to archive your budget.

1. Navigate to the budgets screen from the main menu.
   
2. Either view & pick the budget from the list or search via the budget name.
3. Click on the name of the budget you wish to archive.
4. Click the “Edit Budget” button in the top right.
   
5. Scroll to the bottom of the page and radio select 'Archived'.
   
6. Click update details at the bottom of the page.

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