Articles on: Budgeting

Edit your budget

Need to make edits to your budget? Choose what you need to change and follow the related steps below

Editing your category budgets or total budget



Go to Feed tab
Scroll down and select Budgeting
Select the pencil icon in the top right corner of the screen
Select Edit Budget
Select which Category you want to change or if you want to change your total budget, select your Total Budget
Make the desired changes and select Save
You're done!

Editing your budgeting period



The budgeting period is the period between when your budget starts and ends
Modify your budgeting period if you want to change to monthly, weekly or fixed date cycle.

Go to Feed tab
Scroll down and select Budgeting
Select the pencil icon in the top right corner of the screen
Select Edit Budget
Select Budgeting period
Select your new budgeting period via the drop down menu at the top of the screen
Make the desired changes and select Save
You're done!

Please note, changes to your budget will apply to all past, current and future budgets


Disabling your budget



If you'd like to disable your budget and start from scratch, please follow our Disable your budget help article.

If you have any further questions, reach out to us here ✍️

Updated on: 20/12/2022

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