Please note: if you need to delete a budget when it is marked as your main budget, or when expenses have been recorded against the budget, there are additional steps to follow first. These are shown under the sub-headings further down this page.
When in Manage Budgets,
To Delete a Budget:
- Click on the red delete button in the Actions column of your chosen budget:
- The Delete Budget confirmation pop up will appear, asking 'Are you sure you want to delete this budget?'. If you are sure, click the red Delete button:
- Your budget will be permanently deleted, and you will see a success message pop up, confirming the deletion.
Deleting a Main Budget
If a budget is marked as your main budget, when you try to delete it, you will receive the following error message:
In this case, if you still want to delete this budget, you will need to follow the steps below to remove it as your Main Budget first.
- Click on Manage Budgets from the side nav.
- Click on the Name of your chosen budget to open the Edit Budget page.
- Click on the radio button to unselect 'Mark this as main budget':
- Click Save.
- Now follow Steps 1.-3. above to delete the budget.
Deleting a Budget with Expenses
If a budget has expenses linked to it, when you try to delete it, you will receive the following error message:
In this case, if you still want to delete this budget, you will need to follow the steps below to delete the expenses first.
- Click on Manage Expenses from the side nav.
- Select your chosen budget from the 'Select Budget' drop-down menu.
- Click on List View.
- Select the first month in your budget, and delete any listed expenses, by clicking on the red delete button in the corresponding Actions column:
- The following pop-up will appear:
- If you are sure, click Delete.
- You will see a success message, confirming the expense has been deleted.
- Continue until all expenses have been deleted for the month and then move onto the next month.
- Once all expenses are deleted, follow Steps 1.-3. above to delete the budget.