Manage Budgets
In this help document, you’ll learn the actions you can perform to manage budgets in your Zoho Spend organization.
Edit Budgets
If you require any changes to be made to your budgets, you can edit them. Here’s how:
- Click Budgets on the left sidebar.
- Click the More icon in the right corner of the budget you want to edit.
- Click Edit.
- Edit the required details in your budget.
- Click Save.
Delete Budgets
Here’s how you can delete a budget:
- Click Budgets on the left sidebar.
- Click the More icon in the right corner of the budget you want to delete.
- Select Delete.
- Confirm your action by clicking Delete again in the pop-up to delete the budget.