This guide will explain how to bulk edit budget entries. 

To learn more about creating budgets, please visit these quick guides: 

Step 1: Go to the budget and click on the bulk edit button 

Step 2: Once the bulk edit option is enabled, select the subcategories to bulk edit


Step 3: To set the values for all budget items select the set values button

Insert the desired value then click next

A confirm edit option will now appear


Step 4: To adjust values by a percentage rather than an amount select the Adjust by % button 

Enter a percentage then click next.

The confirm edit option will show updated totals. Press save to confirm. 

Step 5: To round values to the nearest amount click the Round values button

Enter a value to round the selected subcategories to the nearest round value then click next

The confirm edit option will show updated totals. Press save to confirm. 

Step 6: Once all values are finalized click the Stop editing button. 

The budget will now reflect all updated budget amounts per line and overall totals.