Edit a budget and its categories

Edit budget settings

1. 1Open the budget from Budgets.
2. 2Click Edit budget in the page header.
3. 3Update the name, total amount, budget type, or alert threshold.
4. 4Save your changes.

Edit categories (detailed view)

Detailed view shows category cards with spending progress, % of total budget, and optional description, notes, and tags.

1. 1On the budget detail page, open Categories and switch to Detailed.
2. 2Click a category card to open the inline editor.
3. 3Update the name, monthly limit, rollover, description, notes, or tags.
4. 4Save changes or cancel to return to view mode.

Edit limits quickly (compact view)

1. 1Switch the Categories section to Compact.
2. 2Click a category limit to edit it inline.
3. 3Press Enter or click the checkmark to save.

Add, archive, or restore categories

1. 1Click Add category at the bottom of the Categories list.
2. 2To remove a category from active use, open it in Detailed view and click the archive icon — archived categories can be expanded and restored from the Archived categories section.

Move money between categories

Use the transfer icon (⇄) on a category card to shift unspent allocation without changing your total budget.