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Edit Budget Information

Use the budget window to review and update information on an existing budget.

Steps

  1. Click on the Financials tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Budgets tab.
  3. Find the budget you want to edit in the BUDGETS list.
  4. Click the three-dot menu in the Actions column for that row and select View Budget Info.
  5. Click Edit Budget in the top right corner of the budget window.
  6. Update the budget details as needed.
  7. Click Save Budget to save your changes.