Edit planned budget amounts
Note: The steps in this task depend on whether
youre using the Essential Budget, the Advanced Budget, or the
Savings and Spending Budget. To find out which budget youre using,
look for the Essential Budget, Advanced
Budget, or Savings and Spending Budget
label in the upper-right corner of the Budget summary page.
Note
If you are a new Money user, this feature is not available.
However, if you have an Advanced Budget created in a previous
version, you can continue to use it.
- Click Budget, and then click Budget
Summary.
- In the left pane, under Common tasks, click
Edit expenses.
- Do one or more of the following:
- To modify an expense, enter a new amount in the
Amount column.
- To delete an expense, click the Remove button
next to it.
- To add a new expense, click Add Category.
- Click Budget, and then click Budget
Summary.
- Under Budget Category, right-click the expense
you want to change, and then click Edit.
- Follow the instructions on your screen.
- Click Budget, and then click Budget
Summary.
- Select the budget group, category, or account you want to
change, and then click Change planned amount.
- Follow the instructions on the screen.
Note
To learn more, see the Create a budget video.
To watch the Money videos, on the Help menu, point
to Instructional Videos, and then click a
title.
