Editing Custom Budget Calculations

  1. Starting from the sidebar navigation, click > Planner > Budget > Budget views > Manage views....

  2. If the column is not included in the current view, select the view containing the column.

  3. In the column line, click the pencil icon.

    The Edit Column dialog box opens.

  4. Edit the name or formula.

  5. Click Save.

    The Edit Column dialog box closes.

  6. Click Save.

The Edit Budget View dialog box closes. The edited column is displayed in the budget.