How to edit a budget?

Only Admin users can edit a budget.

You can edit the following on a budget after it has been created:

  • Budget name, purpose and icon
  • Spent limit and expiry date
  • Budget owners and their transfer rights
  • Budget members 

You cannot edit the following on a budget after it is created:

  • Frequency
  • Source of funds 

To edit a budget, follow the steps below:

  1. Log in to your Aspire account
  2. Click on "Budgets" under the "Spend" section on the left-hand side 
  3. Click on the budget you want to edit
  4. Click on "Edit" 
  5. Make the edits you require
  6. Click "Update budget"

 

Questions? Please log in to the app and reach out in the chat at the bottom right corner of the screen.


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