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Modifying a Budget

Dec 21, 2014 09:17AM EST

I want to modify an existing budget item from monthly to quarterly or monthly to annually, but I'm unable to modify, the options to do so are not live links.

What do I do?

Best Answer

HelloWallet Support Answer

Dec 22, 2014 03:03PM EST
HelloWallet Support

Great question! You will need to set an end date of your current budget item and then add a new budget item where you will be able to set the frequency when it is created. You cannot have two budget items in the same category occurring at the same time, so you’ll want to make sure that when creating a new budget item the start date of the new budget item and the end date of the old budget item do not overlap. You can set the end date of a budget item by clicking on the budget item from the budget page and selecting the “Edit Budget” button.

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