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Level 1

Can you delete a budget and start over?

I started a budget and now we are changing account names and all kinds of things. Can I delete a budget and start over?


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Can you delete a budget and start over?

Great to see you here today, @PAXFG,


I appreciate your time joining the Community. I can help you remove your Budgets so you can get back on your working track.


There are two ways you can delete a Budget report in QuickBooks Desktop. Let me guide you on how to do that:


Option 1:

  1. Go to the Company menu.
  2. Choose Planning & Budgeting.
  3. Tap Set Up Budgets.
  4. From the Budget drop-down, select the budget you want to delete.
  5. On your keyboard, press CTRL+D to delete the budget.
  6. Hit Yes to complete the action.

Option 2:

  1. Click the Company tab and select Planning & Budgeting.
  2. Select Set Up Budgets.
  3. Pick the correct Budget report to delete from the Budget drop-down.
  4. Click the Edit tab at the top left portion of your QuickBooks company file, and choose Delete Budget. (See screenshot below)
  5. Confirm by clicking Yes.


That should get you on the right track with correcting your budget reports and getting started with creating a new one! Here's an article I've added for your reference: Create a budget or forecast in QuickBooks Desktop


If I can be of additional assistance, please let me know by leaving a comment below. I'll be glad to check on them for you. Have a good one!

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