Create, edit, delete budgets

In this article, the sections comprise:

1. Creating a budget
2. Editing a budget
3. Deleting a budget

1. Creating a budget

Step 1: Creating a new budget

Go to the Budgets tab and click on the "Create a budget" button. 

Step 2: Enter budget details

On the Add Budget screen, you need to enter the following information:

• Select category: You can choose a category or select all categories by scrolling down. Note that you can only select categories belonging to the "Expenses" and "Debt/Loan".
• Amount: Enter the expected amount for this category.
• Time range: You can choose time range such as This week, This month, This quarter, This year or a custom time period according to your preference.
• Wallet: You can create budget for an individual wallet or total wallets (including those that are active and included in total).
• Repeating budgets: You can choose to have your budgets repeat for this week/month/quarter/year. They will automatically renew on the first day of the next week, month, or quarter. Please note: This feature is not available for other time-specific custom budgets.

Step 3: Save the budget information

After entering all the budget information, the "Save" button will appear. Click "Save" to save the budget information.

Select the "Save" button to save budget information.

Step 4: Check the newly created budget

After clicking "Save", the app will open the Running Budgets screen with a notification of successfully creating a new budget. At this point, you can see the newly created budget right here.

The newly created budget is displayed on the Running Budgets screen.

To view budgets for individual wallets, select the wallet icon, then choose the wallet you want to view the budget list for.

Note: Budgets can only be created for the following 3 types of wallets: Basic Wallet, Linked Wallet, Credit Wallet. Also, these wallets must be active, not archived (like the image below).

2. Editing a budget

For ongoing budgets, you can edit them.

Step 1: Select the budget you want to edit

On the Running Budgets screen, click on the budget you want to edit.

Or click on All Categories Budget if you want to edit it.

Step 2: Click the "Edit" button

On the Running Budget Details screen, click the "Edit" button to edit the budget.

Step 3: Edit budget information

On the Edit Budget screen, you can edit the following budget information:

• Category: The expense you want to designate as a budget, e.g., from "Food & Beverage" to "Transportation".
• Goal: The amount (budget) you want to change for your category, e.g., from 1,100,000 to 1,200,000 VND.
• Applicable period: You can change time periods like: This week, This month, This quarter, or another custom time period.
• Wallet: You can select the wallet you want to change for the budget.

Step 4: Save edited budget information

After editing budget information, the "Save" button will appear. Click this button to save all the edited budget information.

Step 5: Check the edited information

After successfully editing the budget, the app will display the Running Budget Details screen with a notification of successfully editing the new budget. The edited budget information will be updated on the Running Budget Details screen.

Note: When editing a budget, you cannot edit it to overlap with an existing budget. A budget is considered overlapping if the following information is identical at the same time:

• Category.
• Time frame.
• Wallet.

3. Deleting a budget

You can delete budgets for both ongoing and finished budgets.

Step 1: Select the budget you want to delete

On the Running Budget screen, click on the budget you want to delete.

Or click on All Categories Budget if you want to delete it.

Step 2: Delete the budget

On the Running Budget Details screen, select the "Delete" button to delete the budget.

Step 3: Confirm the budget deletion

When you choose to delete the budget, you need to confirm that you want to delete that budget. Once deleted, you cannot recover it.

To confirm that you want to delete the budget, select the "Confirm" button on the Delete Budget popup.

Step 4: Check the budget list

After clicking "Delete," the app will display an updated budget list screen with a notification that the budget has been successfully deleted.