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

This guide explains how to modify an individual line item (such as a source of income or a specific expense) within a client's budget. The fields you can edit depend on the Budget Type.

General Steps to Edit an Item

1. Navigate to the Budget Items screen for the specific budget you want to modify.
2. From the list, click on the line item you wish to change to highlight it.
3. Click the Edit Item button. The "Edit Item" screen will open.

Editing Rules by Budget Type

What you can change on the "Edit Item" screen is determined by the type of budget you are working with.

For a "Standard" Budget

You have full control to edit all fields for any custom item.

For an "NCR" Budget

Editing is limited for this budget type, as most items are pre-defined or calculated automatically.

• You CAN Edit:
  • Existing Debt Repayments
  • Statutory Deductions
• You CANNOT Edit:
  • Gross Income: This value is automatically pulled from the client's Financials tab and cannot be changed here.
  • Minimum Expenses: This value is automatically calculated by the system using the client's gross income and the official NCR Table 1 for Minimum Living Expenses.

For an "NCR Detailed" Budget

• You cannot edit individual line items from this screen. All modifications for an "NCR Detailed Budget" must be made directly on the main budget form itself by changing the values in the pre-defined fields (e.g., updating the "Groceries" amount on the main form).

Action Buttons

When editing an item in a "Standard" or "NCR" budget, the following buttons are available:

• Save: Click this button to store the changes you have made to the item.
• Cancel: Click this button to discard your changes and return to the previous screen.