Adjust a budget amount for one month

Audience: MSP staff and Company users with budget editing access. Your MSP manages Company permissions. The screenshot shows the staff budget reader. A monthly override replaces the calculated amount for one line in one month. It is useful when a planned charge differs from the normal schedule. It does not change the line’s quantity, unit price, recurrence or start month, and it does not record a payment or edit an invoice.

​

Open the editable schedule

1. Find the budget and choose its row … > View.
2. Check that it is Draft or Pending Approval. Approved and Archived budgets are locked.
3. Select Monthly Breakdown. Scroll horizontally to find the correct month and check the line description before editing.

If amounts are plain text instead of editable buttons, check the budget status and your permissions. A Company user should ask the MSP for help with access. The schedule can include rejected lines; editing a month does not approve that line.

​

Set an amount

1. Select the amount or dash in the chosen line and month.
2. Enter a nonnegative amount using numbers and a decimal point, without currency symbols or thousands separators. For example, enter 1250.50.
3. Press Enter or Tab, or click outside the field. Leaving the field submits the changed amount immediately; there is no separate page-level Save.
4. Wait for Saved., then check the line’s Year Total, the category subtotal, Monthly Total and Running Total.
5. Reopen the budget if you need to confirm that the change persisted.

A saved override appears in emphasized blue text. For editors, hovering over its cell shows Override (computed: …) with the calculated amount. The displayed month amount is rounded to whole currency units; the input and totals can retain cents. A zero amount appears as a dash, so a dash alone does not tell you whether the cell has an override. An override can add a charge to a month that had no calculated charge. It replaces only that month’s value and does not reschedule the rest of a recurring line. For an ongoing change, review the line’s billing settings.

​

Cancel an unsaved edit

Press Escape while the input is still open to discard what you typed and return to the saved amount. Clicking elsewhere or pressing Tab submits a changed value. Escape does not undo a change that has already saved. If saving fails, read the error and reopen or reload the schedule to confirm the stored amount. Do not assume the text you entered has persisted.

​

Clear an override

1. Open the overridden month cell.
2. Remove every character so the input is empty.
3. Press Enter or Tab, or click outside the input.
4. Wait for Saved. and confirm that the calculated amount returns and the override styling disappears.

Clear the field to restore the calculation. Typing the calculated amount over an existing override can leave the old override in place. An empty field explicitly removes that month’s override. The restored value comes from the line’s current quantity, unit price, recurrence, start month and any term limit. It may be zero if no charge is scheduled for that month. Clearing one month does not clear other months.

​

Use zero carefully

Entering 0 on a month with a calculated charge replaces that charge with zero. Clearing the field restores the calculated charge. These are different actions. When the calculated amount is already zero, entering zero over a positive override can leave that positive override unchanged. Clear the input instead, then confirm that the displayed amount returns to a dash and the override styling disappears.

​

Check the effect on other views

The override affects the monthly schedule and its totals. Overview still uses quantity × unit price, so its total can differ from Monthly Breakdown. The standard budget PDF and Excel exports do not include the monthly schedule or monthly override fields. See Download or print a budget before sharing a document as evidence of these adjustments.

​

FAQs