Delete a Budget Item

While you can't delete a whole budget, you can delete budget items at any time. When deleting the budget item, the account code is not deleted — it's just moved from the Budget Items tab to the Available Account Codes tab.

1. Select Budget Management from the Budget menu, and that window opens with the current fiscal year budget displayed.

2. Select the Cycle, Fund, and Account Type as needed to find the budget item(s) you want to delete.

3. Check the box(es) for the account(s) you want to delete from the budget, and click Delete. You're asked to confirm the action.

4. Click Yes. The budget items are deleted, and the Result window opens.

5. Click Close when you're finished reviewing the results of the action.

Return to Budget Management Overview