Change a budget's details, groups or owners. What you can change depends on whether anyone has raised a request on it yet.
Before you start
You need Admin access, or Manager access as an owner of the budget. Managers see only the budgets they own.
Edit the budget
In the sidebar, select Manage › Budgets.
On the budget's row, select … (Budget actions), then Edit Budget.
If you see Edit This Budget?, members have already raised requests on it. Select Continue to Edit.
Change the fields you need. Fields you can't change are greyed out with a note underneath, such as This cannot be changed once a request has been raised.
Select Save Changes.
If the budget has requests, Save Budget Changes lists how your changes affect the cycle that's already running, for example "Each member can request only up to GBP 200". Check it and select Save Changes again.
You'll see Budget updated successfully!, and the budget's row in Budgets shows the new details.
What you can change
Field | Before any request | After the first request |
Budget Name, currency, Recurrence, Start Date | Admins and owners | Nobody |
Amount per Member | Admins and owners | Owners only |
Groups, Budget Owners | Admins and owners | Admins and owners |
Good to know
Save Changes stays unavailable if the budget has no groups or no owners: each budget needs at least one of each.
If you're a Manager and remove yourself as an owner, the budget disappears from your list as soon as you save.
To start again with a different name, currency or recurrence after requests exist, create a new budget.
Every saved change is recorded in View History.