Edit Budget Item

View budget details for any item from the Edit Budget view. This view displays your planned amount, frequency, start and end date, and a graph of your past spending compared to the budgeted amount. Click any Budget Item line to view the Edit Budget information.

 


Budget Adjustments

You may notice tips on your Edit Budget view that includes an analysis of your past spending if you seem to over or under spend in any category. You can use these tips to adjust your budget to align with your spending.

Delete Budget Items

You can delete any budget items from the Edit Budget view.

IMPORTANT! Deleting budget items will remove the associated trends data to that item. If you want to keep the data associated with a budget item, you can set an end date for the budget item. 

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