How do I edit or delete a Budget in Budget Builder?
Follow these steps to edit or delete a budget in Budget Builder:
- Click on ‘Budget’ at the top of the page.
- Click on the Spending Target you’d like to edit from the list.
- At the top of the page, click the ‘EDIT or ‘DELETE’ button.
- 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.