Managing Existing Budgets
You can always adjust your budget amounts and specifications or delete a budget if needed.
Uploading a New Template
If there are changes, you can always complete and upload a new template.
Note that 1 fiscal calendar can have only 1 active budget template. Other uploaded templates with the same fiscal periods will override the previous budget template data.
⦿ How to Upload a New Template to an Existing Budget
- On the hamburger menu, click Admin > Budget Insights.
- In the Budget dropdown, select the needed budget.
- In the Budget Template section, click the Upload History button to reveal the history of the latest template uploaded.
- Download a previously uploaded template or a blank template.
- Make changes to the existing template or fill out a blank one.
- Save the template to your computer in the .xlsx format.
- Click Upload Template and select the file from your computer.
- (Optional) Correct the errors in the template if there are any.
Deleting a Budget
You can delete a budget if you no longer need it.
⦿ How to Delete a Budget
- On the hamburger menu, click Admin > Budget Insights.
- In the Budget dropdown, select the needed budget.
- In the bottom right corner of the page, click Delete Budget.
- Confirm your action.
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