Adjust or Delete a Budget

When to adjust a budget

Adjust a budget when your spending pattern changes.

Common reasons include:

• A category needs a higher limit
• Income changed and you want to rebalance
• You split one budget into several goals
• You added new recurring spending

When to delete a budget

Delete a budget only when you no longer need it.

Use delete if:

• The budget was created by mistake
• You moved to a new budgeting method
• The budget duplicates another one

Before you change anything

Check the current month first.

Review:

• Category limits
• Assigned amounts
• Spending already tracked
• Any linked goals or planning notes

If the budget is already in use, adjusting it is usually safer than deleting it.

How to adjust a budget

1. Open Budgets.
2. Select the budget you want to change.
3. Update the category limits or totals.
4. Save your changes.
5. Review the updated summary.

After saving, confirm that the new limits match your intent.

How to delete a budget

1. Open the budget details page.
2. Select Delete budget.
3. Review the confirmation message.
4. Confirm deletion.

If the budget cannot be deleted, check whether it still has required data attached.

Common mistakes

• Changing the wrong month
• Deleting a budget instead of editing it
• Leaving a category without a limit by mistake
• Forgetting to review linked spending plans

What to do after the change

Check the budget overview again.

Confirm that:

• Category totals still add up
• Monthly progress looks correct
• Any alerts or warnings make sense
• The budget reflects your current plan

Related pages

• Budgets overview
• Create your first budget
• Choose budget categories
• Track monthly spending
• Household size and dependents