Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months

1 reply

Level 9
October 10, 2020

Hi there, usermarcelo.

 

The categories and accounts when creating a Budget are based on your Chart of Accounts. Some of these can't be edited. You may consider making an account inactive and create a new one. Please check out the manage default and special accounts in your chart of accounts to learn more information.

 

Also, you can import your accounts so you can utilize them when creating your budget. I'll show you how:

 

  1. From the Settings icon, select Chart of Accounts.
  2. Select Import Data.
  3. Choose the Chart of Accounts and click Browse to upload the file.
  4. Click Next and map your data.
  5. Select Next and follow on-screen instructions to complete the process.

If you need further assistance, please add a comment below.