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How Do I Delete a Budget?

This article shows you how to delete a budget. Owners and Org Admins can do this from Financials > Budgets.

Warning: Deleting a budget permanently removes it. A confirmation box checks before anything is deleted, and a deleted budget can't be recovered.

Steps

  1. Click Financials in the left nav, then click Budgets.
  2. Click Actions on the row of the budget you want to remove. The menu offers Summary, Edit, or Delete.

    A budget row's Actions menu showing Summary, Edit and Delete

  3. Click Delete to permanently remove the budget, then respond to the confirmation box.
Good to Know
  • To change a budget's amounts or account rows instead of removing it, use Edit from the same Actions menu. See How Do I Edit a Budget?.
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