Skip to main content

How to edit a budget

  • Updated

 

You can edit a budget at any time. To edit a budget:

  1. Open the Budgets page
  2. Open the budget you would like to edit
  3. Click Edit Budget Rules
  4. From here you can edit the budget rules
  5. Click Save
  6. Confirm the update you are making by clicking Save again

Any updates you have made will take effect the following week, month or instantly if you have created a budget that does not automatically top-up.

 

To add additional card holders into your budget:

  1. Click Add Card Holder

  2. Select the new Card Holder from the drop-down list

  3. Click Add

 

To delete a budget:

  1. Open the budget

  2. Click the red bin button

Deleting a budget will close all cards. Please note, all transactions can still be found and updated on the transaction table.