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Officeadmin800
Oct 17, 2023 4:02 PM UTC
Solved

I need to delete a budget

I accidentally created a budget for the FY2024-25. I meant to create FY2023-24. I do not have an edit or delete button on the Budget Setup page. Is there another way to delete the extra budget? Thanks!

MirriamMAnswer
Oct 17, 2023 6:10 PM UTC

Welcome back to the Intuit Community, Officeadmin800. 

 

Thank you for providing us with an update and a screenshot. 

 

I am here to assist you with deleting a budget in QuickBooks Desktop.

 

To delete a budget, you need to click on the Edit menu at the top of the screen and then select Delete Budget. Please note that the Edit button to delete a budget is not available on the Set Up Budgets screen. For your reference, I have attached a screenshot below. 

 

If you need to view a snapshot of your business, you may want to run reports. You can refer to this article to learn more about reports and how to use them: Understand reports. 

 

That's it! You should now be able to delete a budget successfully. If you have any other questions or concerns regarding budgets, please don't hesitate to ask. I'm always here to help. Have a wonderful day!

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5 replies

rvrfrf
Oct 17, 2023 4:27 PM UTC

Thanks for reaching out to the Community, Officeadmin800.

 

You can delete budgets from your Setup Budgets screen.

 

Here's how:
 

  1. From the Company screen, go to Planning and Budgeting.
  2. Click Setup Budgets.
  3. Use your available drop-down list and choose a budget.
  4. Hit the Edit option.
  5. Select Delete Budget, then Yes.

 

I've also included a detailed resource about working with budgets which may come in handy moving forward: Create & manage budgets or forecasts

 

I'll be here to help if there's any additional questions. Have a wonderful Tuesday!

Officeadmin800Author
Oct 17, 2023 4:57 PM UTC

When I'm in the Set Up Budgets window, I don't see an Edit option. Image attached. Not sure where to look.

MirriamMAnswer
Oct 17, 2023 6:10 PM UTC

Welcome back to the Intuit Community, Officeadmin800. 

 

Thank you for providing us with an update and a screenshot. 

 

I am here to assist you with deleting a budget in QuickBooks Desktop.

 

To delete a budget, you need to click on the Edit menu at the top of the screen and then select Delete Budget. Please note that the Edit button to delete a budget is not available on the Set Up Budgets screen. For your reference, I have attached a screenshot below. 

 

If you need to view a snapshot of your business, you may want to run reports. You can refer to this article to learn more about reports and how to use them: Understand reports. 

 

That's it! You should now be able to delete a budget successfully. If you have any other questions or concerns regarding budgets, please don't hesitate to ask. I'm always here to help. Have a wonderful day!

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