Operational Budgeting - Delete an Operational Budget

Note: Deleted budget are permanently deleted and unable to be recovered. If you no longer want a budget to be active, but want to keep the budget for reference, we recommend Archiving. 

In order to Delete an Operational Budget, you first need to Archive it. 

Select the image to zoom.

1. From the Active screen locate the budget(s) you wish to delete.
2. On the left side of the budget, check the corresponding box.
   • Note: If the budget is toggled on to be a Default budget, toggle off the default. 
3. Locate the Archive button. It is situated on the top right side of the blue header. Select the Archive button to initiate the archiving process.

Delete the Budget

Select the image to zoom.

1. Locate and select the Archived button located in the blue header of the page to display your archived budget(s).
2. Locate the archived budget(s) you want to remove and select the checkbox next to it.
3. On the top right side of the blue header, you will see the Delete button. Select the Delete button to permanently remove the selected budget.
4. A pop-up box will appear to confirm you want to delete the selected budget(s). Select Yes to confirm.