CRS Content Team
Delete a budget
Think carefully before deleting a budget. Just because you are no longer actively using a budget does not mean you need to delete it. For example, you may have created a budget to respond to a particular scenario, such as, a drought or lower than average milk prices. The same scenario could re-occur, say in 5 years time. If you keep your previous budgets, you have the option of pulling them out in the future to look at the strategies you took. You could then reuse the strategies that were successful.
A good reason to delete a budget is if it has errors in it and it would be quicker to start afresh rather than trying to fix it.
Follow these steps to delete a budget:
Step 1: Select the budget you want to delete
- Select View / Edit Budget
- From the Budget drop down select the budget you want to delete
- Click Cashflow
Step 2: Check you are in the correct budget
--> Look at the budget name - are you in the correct budget?
Step 3: Delete the budget
--> Select Delete “Budget name” from the Cashflow menu and follow the screen prompts
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