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How to edit an income or expense budget

Learn how to edit or delete income and expense budgets in Money Tank, update your budget details quickly, and keep your Budget vs Actual graph and Variance Report accurate.

Updated over 3 weeks ago

You can update or delete any income or expense budget from the Money Tank dashboard. Here’s how.

Step 1. Open Manage Budgets

On the Money Tank dashboard, select Manage on either the Income Budget tile or the Expense Budget tile. This takes you to the Manage Budgets page.

Step 2. Find the budget

Use the filters at the top to search by date range, tank type, personal, or a specific property or business.


You can also use the column filters to narrow it down even further.

Step 3. Edit or delete

When you’ve found the budget you want to change:

  • Select the pencil icon to update the details, or

  • Select the bin icon to delete it.

Changes update straight away and flow through to your Budget vs Actual graph and Variance Report.

That’s it. Managing your budgets stays quick and easy.

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