Close a Budget

Only active budgets can be closed. To close an active budget, go to the Active Tab of the Budgets Page in the Finance Module. Click the power icon in the Actions column of the Active Table.

This will open a confirmation modal stating, “Are you sure you want to close this budget? Alerts will no longer be sent.” Select the “OK” button.

The budget will no longer show on the Active Tab of the Budgets Page, which will display a message stating the budget is now closed.

The closed budget will now show on the Closed Tab of the Budgets Page.