Edit details of a Budget Bucket

In order to edit an existing budget bucket, simply navigate to the ‘Capital’ section of the application and locate the budget bucket you wish to modify. Once found, complete the following:

  1. Select the bucket you wish to modify.
  2. From the ‘Action’ menu (denoted with three dots) on the left-hand side of the budget card, click ‘Edit Active Bucket’.
  3. Modify the desired fields in the dialog that appears.
  4. Click ‘Save’ to apply the changes.

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