This topic describes the systematic instruction to Edit Budget. Using this option user can modify the budget.

1. Perform anyone of the following navigation to access the Edit Budget screen.
   • From the Dashboard, click Toggle menu, and then click Menu. From the Menu, click Personal Finance Management, and then click Budgets widget. From the Budgets , click on the View All link, and then click Budget.
   • In Search bar, type Personal Finance Management - Budgets, click on the icon, against the budget category.
   • In Search bar, type Personal Finance Management - Edit Budget, and press Enter.
2. Navigate to the Edit Budget screen.
3. From the Budget Category list, select the budget category which to be edited.
   The details of the selected budget are populated on the screen.

   Figure 5-4 Edit Budget

   
   

   
   Description of "Figure 5-4 Edit Budget"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 5-4 Edit Budget - Field Description

   Field Name	Description
   Budget Category	Name of the budget category. This field is editable.
   Budget Amount	The amount for which the budget is set. This field is editable.
   Budget Period	The budget period as defined at the time of budget creation. The values are: Current Month Recurring Specific Duration This field is editable.
   Budget Duration : Start From (Month)	Displays the current month. This field is non-editable. This field will be displayed only if you have selected the option Specific Duration from the Period field.
   Budget Duration : Start From (Year)	Displays the current year. This field is non-editable.
   Budget Duration : End On (Month)	Specify the month till which you wish the budget to stop being considered.
   Budget Duration : End On (Year)	Specify the year till which you wish the budget to be considered. The budget will end in the month and year as you have specified in the End On (Month) and End On (Year) fields.
   Budget Frequency	Displays the frequency of the budget as Monthly. This field is non-editable.

4. In the Budget Amount field, edit the amount for the budget, if required.
5. In the Budget Duration field, select the desired period for which you wish to set the budget.
   1. If the option Specific Duration has been selected:
      1. Specify the month and year that you wish the budget to be considered till in the End On(Month) and End On(Year) fields.
6. Perform any one of the following action:
   • Click Submit.
   • Click Cancel to cancel the transaction.

   The success message of updating the budget appears along with the reference number.