Introduction
The following article details how to edit your budget's amount, tracked categories and name.
Editing a Budget on Mobile app
Topic Area
Budget feature
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
Editing a Budget on Mobile app
1. Navigate to the 'Home' tab
2. Tap onto your 'Spending plan' to view existing budgets. Note: If you are not seeing your 'Spending plan' in your 'Home' tab, please dismiss all notifications first.
3. Tap into the budget you wish to edit
4. Tap on the 'Edit' option (a pen icon) at the top right hand corner
5. Select which information about the budget you wish to edit:
- Amount (tap on the existing amount to bring up the option)
- Budget name
- Categories tracked under the budget
It is important to note at this point that a category can only be tracked against a single budget. For example, if you have set up more one budget, the category 'Groceries' can only be tracked against a single budget.
5. Once you have made the necessary edits, select 'Save budget'
Editing a Budget on Web app
1. Navigate to the 'Home' tab
2. Under your 'Spending plan' you will be able to view existing budgets and select the budget you wish to edit
3. Select the 'Edit' option (a pen icon) at the top right hand corner
4. Update the details of the selected Budget accordingly
- Name of the budget
- Budget target (amount)
- Categories tracked under the selected budget
It is important to note at this point that a category can only be tracked against a single budget. For example, if you have set up more one budget, the category 'Groceries' can only be tracked against a single budget.
5. Select 'Save' located at the bottom right hand corner