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Eptura Knowledge Center

Edit Budget Accounts

In Eptura Asset, there are Budgets and Budget Accounts. The budgets hierarchy works like this: Budget > Budget Accounts

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

  • Make Activate or Inactive any budget account.
  • View hidden Inactive budget accounts
  • Edit the name or description of the budget account.
  • Delete the budget account, when it has no history and is not tied to another record in the application.  Note: 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.  The budget account will remain.
  • Establish a monthly budgeted amount for each account.
  • View last year's budgeted amount and last year's expenses for the account.

This article contains:

Active and Inactive Budget Accounts

  1. From the menu, click Settings > Budget Accounts. 
  2. Click the Budget in the left column. This will give you access to all your active budget accounts for the chosen budget.

All budgets.png

  1. Hover over the budget account and the More Actions icon displays.
  2. Click the Active toggle to OFF and this will make the budget account Inactive.


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

To see it again, click on the More Action 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.  

Edit Budget Name and Description

  1. Hover budget account and the More Actions icon displays.
  2. Click on the More Actions icon.
  3. Select Edit.
  4. Now you can edit the name of the account and the description.
  5. Click the Save Changes button, when you are finished.

Keep in mind that the Budget Account Name is what will appear throughout the program where budget accounts are called for.


Budget Planning

You can choose to set budgeted amounts per account on a monthly or annual basis. This gives you the ability to set budget goals, and track your actual spending against those budgeted goals.  

With each budget account, you may choose to set budgeted amounts on a monthly or annual basis.  

  • Set an annual budgeted amount, to be divided equally amongst the 12-months in your fiscal year.
  • When divided equally, you can raise or lower any individual month, in anticipation of periodic heavy or light demand on your expenses

- OR -

  • Manually set the amount you want for each month in question. Only those months you touch will have the budgeted amount.   

To start the planning, click the Budget Planning button at the top/center of the screen.  

Create a Month-to-Month Budget Amount

The default when you open Budget Planning, is to establish a monthly budget. The current month will appear on the screen, with all Active accounts for the chosen budget.

Enter the budgeted amount for each account, then click the < arrows >next to the month to proceed to the next month.


Create a Yearly Budget Amount

Click on the second calendar icon (top right corner) to change to Adjusting Yearly Budget Amount.  The amount you enter on each account line will be divided equally across the 12-month fiscal year. 

If you don't select the "This will override all monthly budgets" check box then this will override all monthly budgets; the change will only be applied to those months without a previously entered budgeted amount.


View Last Year's Budget Amount

Click on the desired 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