Mobile Budget Settings: Name, Currency, Date Format

Did you know there are more ways to customize your budget? Tap the More Menu (three dots icon) in your budget to access Settings:

Tapping the more menu in the top corner shows a drop down menu where the settings option is shown

Then, choose  Budget Settings from the list. This is where you can edit the basics, including:

  • Budget Name: tap on the current name of your budget and enter a new name.  
  • Currency: tap on the Currency option and choose your currency from the list that pops up.
  • Number Format: tap on the current format and choose your preferred number format.
  • Currency Placement: select the appropriate placement of the currency marker or choose "Don't Display".
  • Date Format: tap on the current date format and choose your preferred format.

You can also delete your budget from this page—but be extra careful to ensure you're deleting the correct budget!

After selecting the setting option in the menu, the delete button is at the very bottom of the settings screen

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