How do I search, sort, deactivate, duplicate, or delete a budget?

How do I search, sort, deactivate, duplicate, or delete a budget?

The BUDGETS summary window lists all budgets you've created and gives you tools to search, sort, and manage them.

1. Type a budget name (or part of one) into the Search Budgets box.
2. Click Search to run it.
3. To sort the list, click a column name or the pair of arrows to its left. Records sort alphanumerically by default; click the arrows again to reverse the order.

 Opening a budget

Click anywhere within a budget's row to open its BUDGETS overview window.

 Using the Actions menu

Each budget row has a three-dots Actions menu with these options:

• View Budget Info — opens the budget overview window.
• Deactivate Budget — hides the budget without deleting it. (Deactivated budgets are hidden, not removed.)
• Duplicate Budget — creates a copy of the budget.

 Deleting a budget

Budgets must be deactivated before they can be deleted. To fully remove a budget:

1. From the three-dots Actions menu, choose Deactivate Budget.
2. Turn on the Show Inactive toggle switch at the top right of the BUDGETS window. Deactivated budgets appear in the list with a light gray background.
3. Find the budget in the list, open its three-dots Actions menu, and choose Delete Budget 

With Show Inactive turned on, open the deactivated budget's three-dots Actions menu and choose Reactivate Budget.