Budgeting Query

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picadillyjim
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Budgeting Query

Post by picadillyjim »

My second question for the day

So I went into Budget Setup, it asked me to add a year
I added 2021.
I have been using this for 3 months, so lot of transactions were there, the Budget automatically pulled in all the transactions and made me a Budget.
I was able to adjust some of the categoris like adding a frequency and adding the correct monthly amount etc which is all great and so far so good.

Now it has pulled in a few categories that are one off, or ones for which I don't want to maintain a budget. I want to delete these categories from the Budget, instead of having them on there as 0.00 estimate. I cannot figure out a way to do it, There is no right click, delete.
Is there any way of deleting unwanted categories or manually adding categories, or anything?
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Re: Budgeting Query

Post by Renato »

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picadillyjim
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Re: Budgeting Query

Post by picadillyjim »

Hi renato,
I don't wnat to delete the categories completely, I just want to delete them from the BUdget, i.e I don't want to set a Budget for some of those categories which are not regular expenses for me..
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Re: Budgeting Query

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picadillyjim
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Re: Budgeting Query

Post by picadillyjim »

ok, Thank you.
So you are saying, I cannot delete, but I can hide using that option, which once again, will do it for me.

Thanks
Harish
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