✏️Managing Your Budgets: How to Edit, Delete, or View Budget Details

After setting up a budget in Pemo, you have full flexibility to make adjustments as needed. Whether you need to update the budget amount, change its type, or remove it altogether, managing your budgets is simple and straightforward. In this guide, we’ll walk you through how to edit, delete, and view the details of your budgets to ensure they stay aligned with your financial goals.

Editing Budgets

1. Select the Budget: From your budget list, choose the budget you want to edit and select edit.

1. Click Edit: Once you’ve selected the budget, click the Edit button to make changes.

Pemo Power Tip: You can toggle notifications on or off by clicking the bell icon next to the budget owner's name after you've clicked "Edit"

1. Edit Budget Details:

• Name & Description: Update the name, description or budget owners to reflect the current purpose of the budget.

• Budget Amount: Modify the total budget amount if your needs have changed.

• Budget Type: Change the budget type (e.g., card, member, team) if needed.

1. Save Changes: Once all edits are made, click Save to apply the updates.

Deleting Budgets

1. Select the Budget: From the budget list, choose the budget you wish to delete and select delete

1. Click Delete Budget: Once selected, click the Delete Budget button to permanently remove the budget from your list.