View and Edit Budgets

Financials > Budgets lists every budget in a table with these columns: Name, Year, Frequency, Status, Modified date.

Search and filter

• Search by Name or Year from the top search box.
• The Filter panel narrows by Name, Year, and Status (Active, Inactive, Deleted).

Row actions

Each row's Actions menu offers:

• Summary — view the budget's account rows and totals.
• Edit — change the year, amounts, or add/remove account rows.

Editing a budget mid-year

Unlike Expenses, budgets can be fully edited after creation via the row Actions menu. If a planned amount changes partway through the year — for example, the board approves a higher reserve contribution — use Edit on the existing budget rather than creating a new budget for the same year.