How_do_I_edit_a_budget_entry_

How do I edit a budget entry?

Change the amount on a saved budget entry. If you record the wrong amount or you need to change an amount, you can use Enter Budget Amounts to edit an existing budget entry transaction. You can also delete the original budget entry and replace it with a new one. To delete and replace a transaction, see the help topic titled How do I delete a budget entry?

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Editing a budget entry

1. From the Enter Budget Amounts screen (Connect General Ledger > Budgeting > Enter Budget Amounts), click Edit (CTRL+E).

 

 

All of the budget entries that you have created during the current session display in the transaction grid at the bottom of the screen.

 

 

 

2. Use the transaction grid at the bottom of the screen to double-click the budget entry that you'd like to edit.

The budget entry transaction displays in the entry portion of the screen.

 

 

3. Change the Amount.

 

Important! Remember to enter the correct sign. If you need to increase the amount, enter a minus (-) sign before the amount. To decrease the amount, enter the amount without entering a minus (-) sign.

 

What do I do if transaction is assigned to the wrong sign? The easiest way to solve this problem is to delete the transaction and re-enter the budget amount as a new transaction.


4.  Press Enter to move through the remaining fields and save the entry.

You're done.

 

 

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