Editing a Budget View

You have already created a budget view.

  1. Click > Planner > Budget > Budget views > Manage views....

    The Edit Budget View dialog opens.

  2. Select the view you want to edit from the dropdown list at the top.

  3. To rename the view, click the pencil icon next to the dropdown.

    The Budget View Name dialog opens.

  4. Enter a new name and click OK.

  5. To change access permissions, click the pencil icon next to Access.

    The Budget View Access Settings dialog opens.

  6. Adjust the access settings as needed and click OK.

  7. To update the displayed columns, you can:

    • Add additional data

    • Reorder columns via drag and drop

    • Adjust column widths

    • Remove columns using the × icon

  8. Optionally adjust settings for:

    • Currency

    • Budget scale

    • Year view

    • Applied configuration

    • Display decimal places

  9. Click Save to apply your changes.

The dialog closes and the updated budget view is applied.