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