How to I edit an existing Budget?

You can edit an imported budget with our Budget Tool as follows:


1. Accounting > Budgets (preview)
2. On the submenu at the top, click Templates.
3. Click NEW, select all properties Click OK
4. On the 2015 link click CREATE for either Cash or Accrual budgets (whichever you need to edit)
5. At the bottom of the first screen, click the check box and SAVE
6. Go to the Other Expenses tab (left side menu). You can edit any expense item from here.
You can go to the various income tabs to edit income numbers. 
Have more questions? Submit a request
Powered by Zendesk