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  • August 23, 2023 21:26
  • Updated

How to edit Budget Categories

Internal Notes:

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The following article pertains to our new Budgets. See this article for how to identify which version of budgets your domain is currently using.

You must be a Superuser or have access to the Finance Section of the Settings page to complete the following steps.

Steps:

  1. Navigate to Settings → Manage Budget Categories 

  2. Select the Budget Category using the list on the left side of the screen.
  3. Click the options button in the upper right corner and click Edit Budget Category
  4. Make changes as applicable to the Budget Category
  5. Click Save.

 

Additional Information:

  • For more information on the fields on the Edit Budget Category window, please see How to create a Budget Category
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