Deleting Budgets

To prevent a budget from accidental deletion, you can only delete a budget if the amounts for each account in the budget are individually cleared. Once you clear them and save the budget, agrē permanently deletes the budget.

To delete a budget

Navigate to General Ledger > Manage > Budgets.
The Manage Budgets window opens.

In the Fiscal Year box, enter a fiscal year for the budget that you want to delete.
If you selected Calculate Company Budget From Location Budgets? for this fiscal year in the Manage GL Administration window, the budget for this fiscal year is based on locations, and you cannot delete budget totals when you select all locations.

In the Location box, enter a specific location or all locations.

Click Retrieve Budget.
The budget displays.

Note

A budget exists only when an account has numbers in the year-accounting period cell of the table. A blank in the cell indicates that no budget exists.

Select an account with a budget and then click Edit.
The Edit Budget window opens.

In the Annual Amount box, delete the displayed budget amount.
The box must be completely empty of any number, even a zero.

Select the Divide Evenly Across Periods? check box to clear the period amounts.

Click Update.

Tip

You can also delete the numbers directly in the table; you don’t have to click Edit.

Continue deleting budget amounts until there are no remaining amounts, including zeroes, for each account and location if you have multiple locations.

Once all accounts are completely clear, click Save to delete the budget permanently.