Edit Budget

Edit Budget

Navigation: Client Administration > Search for an Existing Client > Edit Client > Budget

This guide explains how to modify the high-level details of a budget that has already been created, such as its description or date.

User Permissions: To edit a budget, your user profile must be assigned the Client : Change Client Budget role by a System Administrator.

Navigate to the client's Budget tab, where the list of their budgets is displayed.
From the list, click on the budget you wish to modify to highlight it.
Click the Edit Budget button. A new screen will open, allowing you to change the budget's details.
Update the fields as required (see the Field Reference Guide below).
Click Save to apply your changes.

This table details each field on the "Edit Budget" screen.

Field Name	Description & Rules
Description	You can edit the name or description of the budget here to make it more identifiable.
Budget Date	You can change the date for which this budget is applicable. The date format is `dd/mm/yy`.
Available	Select or deselect this checkbox to control if the budget is active and available for use in affordability calculations.
Budget Type	This field displays the type of budget that was selected during its creation (e.g., NCR Detailed). Note: This field is read-only and cannot be changed.

Save: Click this button to store the changes you have made to the budget's details.
Cancel: Click this button to discard your changes and return to the previous screen.

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026