Edit a budget

Here's how to edit your overall budget or another budget you've added in Xero. You can edit an overall budget but you can't rename it. You'll need the Adviser or Standard user role to do this.

  1. In the Reports menu, select Budget Manager.
  2. Under Select Budget, choose the budget you want to edit.
  3. From here, you can make any changes as needed:
    • Change the period or update any budgeted amounts.
    • On a tracking budget, click Edit to change the name or the tracking category.

  4. Click Save.

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