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Use these steps to delete Draft or Pending Approval budgets you no longer need. Deleting removes the budget and all its lines. After the delete runs, it cannot be undone. This guide is for MSP staff and for company users whose MSP has given them budget management access.

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Before you start

  • You need the manage_budgets permission. Without it the row Delete item, the row checkboxes and the editor Delete button are all missing. Write access alone is not enough.
  • Only Draft and Pending Approval budgets can be deleted. Approved and Archived budgets are locked and cannot be deleted. To retire an Approved budget, use the archive step in Approve and lock a budget.
  • If you need a copy first, download the budget.

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Delete one budget from the list

1

Check the budget

Click Budgets and check the company, title, fiscal year and status of the budget you want to remove.
2

Open the row menu

Click … at the end of its row, then click Delete. This opens a confirmation and does not delete yet. It selects only that row, so any rows you ticked before are cleared.
3

Read the confirmation

The dialog asks Delete 1 budget? and lists the budget’s title. It says the budget and its line items are deleted permanently.
4

Confirm

Click Delete budget, or click Cancel to keep it. A Deleted 1 budget message appears and the row leaves the list.

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Delete several budgets

1

Tick the budgets

Tick the checkbox on each Draft or Pending Approval row you want to delete. Check only unwanted budgets.
2

Open the actions menu

Click the menu button above the table. It shows the selected count and reads Actions (count), for example Actions (2).
3

Choose Delete Selected

Click Delete Selected.
4

Check the list

The dialog asks Delete N budgets? and names up to five of them, followed by and N more. If a title is wrong, click Cancel and fix the ticks.
5

Confirm

Click Delete N budgets. Check the list afterward to make sure the right budgets are gone.
Cancel closes the dialog but keeps your ticks. Untick unwanted rows before you start another batch. Changing the company in the top bar clears the selection.

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Delete from the budget editor

1

Open the budget

Click … on the row, then Edit.
2

Click Delete

Click Delete in the page header.
3

Read the warning

A confirmation opens beside the button. It reads Are you sure? and says it will permanently delete the budget, with its title.
4

Confirm

Click Delete Budget. The confirmation changes to Deleted with an Undo button and a short countdown. Click Undo to keep the budget. When the countdown ends, the budget is deleted and you return to the Budgets list. You do not need to save first.
Delete in the editor is disabled when the budget is locked.

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Troubleshooting

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Frequently asked questions

Draft and Pending Approval budgets, with manage_budgets. Approved and Archived budgets cannot be deleted.
Only during the short countdown after you confirm a delete in the editor. Deleting from the list runs at once. After that the budget and its lines are gone for good.
No. Untick them yourself.
The row Delete selects that one row only, then asks you to confirm.
The menu item shows for anyone with manage_budgets. The database still refuses to delete a locked budget.