Before you edit or delete a budget, ensure you have the following permissions:

• Budget Owner or Administrator permissions on your OFX profile.

• Access to the Budgets section in your OFX account.

Next Steps:

To edit a budget:

1. Log into your OFX account.

2. Navigate to the Budgets section:
   Select Budgets from the left sidebar menu.

3. Locate the budget you wish to edit:
   Find the relevant budget in the list.

4. Open the budget options:
   Click the three dots (•••) next to the budget. Select “Edit” from the dropdown.

5. Edit budget details:
   Update the budget name, members, limits, or other details as required.

6. Save changes:
   Click Update to confirm your changes.

7. Confirmation:
   A message will confirm that your changes have been saved.

You can archive a budget. This means it will no longer be active once archived. To archive a budget:

1. Log into your OFX account.

2. Navigate to the Budgets section:
   Select Budgets from the left sidebar menu (as above).

3. Locate the budget you wish to archive:
   Find the relevant budget in the list.

4. Open the budget options:
   Click the three dots (•••) or the “Archive” button next to the budget.

5. Confirm archive:
   You may be prompted to confirm the archive. Review the warning and click Archive.

6. Confirmation:
   A message will confirm that the budget has been deleted.

What happens next:

• Edited budgets will reflect changes immediately for all users with access.

• Archived budgets will be deactivated from your account and cannot be used for future transactions. Historical data may be retained for compliance and reporting purposes.

Why is this important:
Editing or archiving budgets helps you keep your financial planning up to date and ensures only relevant budgets are available for expense tracking and approvals. This supports accurate reporting, compliance, and effective team collaboration.

Related FAQ Articles:

• How do I view budget status?

• How can a user be a member of a budget?

• How do I create a new budget?