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How to archive a budget

Archiving a budget removes it from your active list without permanently deleting it. This helps keep your budget list tidy while retaining access to old or unused budgets when needed.

Important: You must be an admin or budget owner to archive a budget.

 


How to archive a budget

  1. Go to the Budgets page.
  2. Find and click the budget you want to archive.
  3. In the top-right corner, click the Edit budget button.
  4. Scroll to the Status section at the bottom of the page, and select the Archived option.
  5. Lastly, click the Update details button.