Delete a Budget Template

Delete a Budget Template

How to Delete a Budget Template


  1. Click on "Administration" (located on the left-hand side of the screen)
  2. Click on "Budget Templates" (located on the left-hand side of the screen)
  3. Click on the name of the Budget Template you wish to Delete
  4. Click on "Remove"
    (located along the top of the page) 

  5. A pop-up box will appear (in the upper right-hand corner) allowing you 5-seconds to UNDO this action before the budget template is permanently deleted from your system 

Please Note!
Deleting the budget template at the company level automatically deletes the budget budget template from each branch.



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