Skip to main content
Eptura Knowledge Center

Edit Budget Accounts

  1. Last updated
  2. Save as PDF

The ability to edit a Budget Account is carefully protected. Those authorized to do so, will be limited to:

Set the Budget Account to Active or Inactive

  1. Click the Budget in the left column. This will give you access to all your active budget accounts for the chosen budget.
  2. From the menu, click Settings > Budget Accounts. 
  3. Hover over the budget account and the More Actions icon displays.
  4. Click the Active toggle to OFF and this will make the budget account Inactive.

clipboard_eed490de212ce97815eff7fe4a1cfbd89.png

When the budget account is Inactive it will disappear from the screen.

To see it again, click on the More Action clipboard_e19fd2a01c0f102ffa39b9d7781138014.png icon next to the +Create Account button at the top of the screen. There you will find the option to show or hide Inactive Accounts.  

clipboard_e2cf1bde293d02af9d600f9960d5e3be4.png

Edit Budget Account's Name and Description

Remember, the budget account name displays throughout Eptura Asset so you will need to make sure your staff easily recognizes this name.

  1. Hover budget account and the More Actions icon displays.
  2. Click on the More Actions clipboard_e4b82033c8013e18e53cb7e605aced42e.png icon.
  3. Select Edit and the Editing Account dialog displays.

clipboard_e1eaa677b9e4f12334aea6b4c50fd3f38.png

  1. Now you can edit the name of the account and the description.
  2. Click the Save Changes button.

Delete a Budget Account

When it has no history and is not tied to another record in the application. If the budget account has history and you click Delete, only the past transactions will be deleted, and the expenses will be brought to $0.00 and the budget account will remain.

  1. Hover budget account and the More Actions icon displays.
  2. Click on the More Actions clipboard_e2c9502010b05bcd517fb0e2ede96950e.png icon.
  3. Click the Delete and confirm delete message displays "Are you sure you want to delete this account?"
  4. Click the Yes button.

Move a Budget Account to another Budget

If you want to move a budget account to another budget, this can be easily done.

  1. Hover budget account and the More Actions icon displays.
  2. Click on the More Actions clipboard_e2c9502010b05bcd517fb0e2ede96950e.png icon.

clipboard_eabc2854ebab4724e45fd2ebf2866c428.png

  1. From the Budget drop-down, select the budget.

The budget account is moved.

View Last Year's Budget Amount and Expenses

  1. Hover over the Budget Account, and the previous year's total budgeted amount and the actual expenses will appear on the right side of the account line.

View Last Years Budget.png