Note: The steps in this task depend on whether you’re using the Essential Budget, the Advanced Budget, or the Savings and Spending Budget. To find out which budget you’re using, look for the Essential Budget, Advanced Budget, or Savings and Spending Budget label in the upper-right corner of the Budget summary page.
Note
If you are a new Money user, this feature is not available. However, if you have an Advanced Budget created in a previous version, you can continue to use it.
- Click Budget, and then click Budget Summary.
- In the left pane, under Common tasks, click Edit expenses.
- Do one or more of the following:
- To modify an expense, enter a new amount in the Amount column.
- To delete an expense, click the Remove button next to it.
- To add a new expense, click Add Category.
- Click Budget, and then click Budget Summary.
- Under Budget Category, right-click the expense you want to change, and then click Edit.
- Follow the instructions on your screen.
- Click Budget, and then click Budget Summary.
- Select the budget group, category, or account you want to change, and then click Change planned amount.
- Follow the instructions on the screen.
Note
To learn more, see the Create a budget video. To watch the Money videos, on the Help menu, point to Instructional Videos, and then click a title.
About the Savings and Spending Budget
Switch between the Savings and Spending Budget and the Essential Budget
About the Working Budget page in the Savings and Spending Budget
Troubleshoot the Savings and Spending Budget
