How do I delete or archive a budget?

Budget owners and controllers can delete budgets from their dashboard. Affected budgets will have differentiated visibility in the dashboard and they will not accept more card transactions. Budget owners and members will receive notifications when the budget is deleted/terminated.

Step 1: Under Budgets, click the three dots.

Step 2: Select the action you’d like to take:

• Archive: The budget will remain visible on your admin dashboard.

• Delete: The budget will be permanently deleted from your admin dashboard.

While deleted budgets cannot be restored, you can reopen an archived budget by going to Budgets, clicking on the tile for the specific budget, and choosing Reopen budget. Clarify the specifics of the budget in the popup window and click Reopen budget.