Deleting a Budget

    Click the three horizontal dots next to the current budget name at the top of the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap the menu icon in the top-left corner, then tap the three horizontal dots next to the current budget name.
    Click Delete Budget from the dropdown menu.
    In the Delete Budget dialog, type permanently delete to confirm.
    Click Delete Budget.


Important!

Deleting a budget will permanently remove the following items associated with it:
  • All accounts within the budget
  • All transactions recorded in the budget
  • All expense and income categories and category groups
  • All budgeting plans
  • All reports generated for this budget
This action cannot be undone.