Deleting a Budget

Introduction:

If the need arises to permanently delete a budget, follow the steps below.

This article applies to + Professional and + Enterprise.

Instructions:

1.  After Logging into your ManagerPlus account, click on the Modules tab and then click on the Budget icon in the main ribbon.

2.  Select the budget you wish to delete.

3.  Click on the Delete icon.

4.  After Step 3, a pop-up icon will appear asking "This will delete the current record, do you wish to continue?"

Click OK to permanently delete the budget.  Click Cancel not to permanently delete the budget.

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Create a Budget, click here.

To learn how to Add a Previous Year’s Budget, click here.

To learn how to Create a Budget Group, click here.

To learn how to Estimate a New Fiscal Year, click here.

To learn how to Manually Enter a Budget Transaction, click here.




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