Budgets
      Back to home
      1. Help Centre
      2. Managing Budgetly
      3. Budgets

      Edit a budget

      Step-by-step to making changes to an existing budget.

      An admin or budget owner can make changes to a budget at anytime.
      These could be changes to the weekly amount or simply adding an extra user.

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

      1. Navigate to the budgets screen from the main menu.
        nav for card articles (2)
      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 make changes to.
      4. Click the “Edit Budget” button in the top right.
        Edit Budget
      5. Make your changes.
      6. Click update details at the bottom of the page.

      If you want to understand more about the changes that can be made or make a new budget, check out our detailed article on creating a budget.

      Still need help? Click here to get in touch with our friendly Support Team.