5.5 Delete Budget

This topic describes the systematic instruction to Delete Budget. Using this option user can delete an existing budget.

To delete a budget:

  1. Perform any one of the following navigation to access the 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 the View All link, and then Budget.
    • In Search bar, type Personal Finance Management - Budgets, click on the delete icon, against the budget category.
    • In Search bar, type Personal Finance Management - Delete Budget, and press Enter.
  2. Click on the delete icon against the budget category that you wish to delete.
    A Delete Budget pop up screen appears requesting you to confirm deletion of the budget.
  3. Click Yes to delete the budget.
    • The success message of deleting the budget appears on the Budgets screen.
    • Click No to cancel the deletion process.