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How do I edit or delete a budget in the Budget and Planning Tool?

Take these steps to edit or delete a budget:

  1. Click on "Budget" at the top of the page.
  2. Click on the Spending Target you'd like to edit from the list.
  3. At the top of the page, click the "EDIT" or "DELETE" button.
  4. You can change the name, amount, tags, and accounts associated with this Spending Target from here.

If your Spending Targets aren't updating correctly, ensure that:

  • The associated tags are attached to transactions posted in the current month.
  • You have the proper account(s) included for each Spending Target.
  • Your Dashboard tags match the Spending Target tags.

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