Editing a Budget
Your financial situation changes over time — you may need to increase a dining budget or lower your entertainment limit. Editing a budget is quick and takes effect immediately.
1
Open the Budgets tab
Tap Budgets in the bottom navigation.
2
Tap the budget you want to change
The budget detail view opens, showing current spending progress.
3
Tap Edit
Tap the Edit (pencil) icon to open the edit form.
4
Update and save
Change the limit amount or category, then tap Save. The progress bar updates immediately.
Deleting a Budget
1
Open the budget detail view
Tap the budget from the Budgets screen.
2
Tap Delete
Tap the Delete (trash) icon. Confirm the deletion in the prompt. This only removes the budget — your transactions are not affected.
💡 Tip: Deleting a budget does not delete your transactions. Your spending history is preserved in the Transactions tab and analytics.