I need to delete a budget

Officeadmin800 · ‎October 17, 2023

I accidentally created a budget for the FY2024-25. I meant to create FY2023-24. I do not have an edit or delete button on the Budget Setup page. Is there another way to delete the extra budget? Thanks!

MirriamM · ‎October 17, 2023

Welcome back to the Intuit Community, Officeadmin800.

Thank you for providing us with an update and a screenshot.

I am here to assist you with deleting a budget in QuickBooks Desktop.

To delete a budget, you need to click on the Edit menu at the top of the screen and then select Delete Budget. Please note that the Edit button to delete a budget is not available on the Set Up Budgets screen. For your reference, I have attached a screenshot below.

If you need to view a snapshot of your business, you may want to run reports. You can refer to this article to learn more about reports and how to use them: Understand reports.

That's it! You should now be able to delete a budget successfully. If you have any other questions or concerns regarding budgets, please don't hesitate to ask. I'm always here to help. Have a wonderful day!

View solution in original post

ZackE · ‎October 17, 2023

Thanks for reaching out to the Community, Officeadmin800.

You can delete budgets from your Setup Budgets screen.

Here's how:

From the Company screen, go to Planning and Budgeting.
Click Setup Budgets.
Use your available drop-down list and choose a budget.
Hit the Edit option.
Select Delete Budget, then Yes.

I've also included a detailed resource about working with budgets which may come in handy moving forward: Create & manage budgets or forecasts

I'll be here to help if there's any additional questions. Have a wonderful Tuesday!

Officeadmin800 · ‎October 17, 2023

When I'm in the Set Up Budgets window, I don't see an Edit option. Image attached. Not sure where to look.

MirriamM · ‎October 17, 2023

Welcome back to the Intuit Community, Officeadmin800.

Thank you for providing us with an update and a screenshot.

I am here to assist you with deleting a budget in QuickBooks Desktop.

To delete a budget, you need to click on the Edit menu at the top of the screen and then select Delete Budget. Please note that the Edit button to delete a budget is not available on the Set Up Budgets screen. For your reference, I have attached a screenshot below.

If you need to view a snapshot of your business, you may want to run reports. You can refer to this article to learn more about reports and how to use them: Understand reports.

That's it! You should now be able to delete a budget successfully. If you have any other questions or concerns regarding budgets, please don't hesitate to ask. I'm always here to help. Have a wonderful day!

Officeadmin800 · ‎October 17, 2023

Excellent!! Thanks!

ArielI · ‎October 17, 2023

Hello there, @Officeadmin800.

Thank you for telling me you've made the necessary steps. I'm going to inform them of your "thank you" message. If you have further questions about QBDT-related, please give us your comments at the bottom of this page. I wish you all a very happy day!

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I need to delete a budget