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A monthly override replaces the calculated amount for one line in one month. Use it when a planned charge differs from the normal schedule. It does not change the line’s quantity, unit price, recurrence or start month. It does not record a payment or edit an invoice.

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Before you start

  • You need budget edit access (the write_budgets or manage_budgets permission). Company users get this only if their MSP grants it.
  • The budget must be Draft or Pending Approval. Approved and Archived budgets are locked.

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Set an amount for one month

1

Open Monthly Breakdown

Click Budgets, click … on the budget’s row, then click View. Select the Monthly Breakdown tab.
Budget Details tabs with Overview, Monthly Breakdown and Actuals.

Monthly Breakdown sits between Overview and Actuals.

2

Find the line and month

Scroll sideways to the month you want. Check the line description in the left column. If amounts are plain text instead of buttons, you cannot edit this budget.
3

Click the amount

Click the amount, or the dash if the month has no charge. The cell becomes an input.
4

Type the new amount

Enter a number that is zero or higher, with no currency symbol or thousands separator. For example, type 1250.50.
5

Leave the cell to save

Press Enter, press Tab, or click outside the cell. The change saves right away and a Saved. message appears. There is no page-level Save for overrides.
6

Check the totals

The line’s Year Total, the category subtotal, Monthly Total and Running Total update. The overridden cell turns blue and bold. Hover over it to see Override (computed: …) with the calculated amount.
An override can add a charge to a month that had none. It changes only that month. For an ongoing change, edit the line’s billing settings instead.

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Cancel an unsaved edit

Press Escape while the input is open. The cell goes back to its saved amount. Clicking away or pressing Tab saves a changed value, and Escape cannot undo an amount that already saved.

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Clear an override

1

Open the overridden cell

Click the blue cell.
2

Empty the input

Delete every character so the input is blank.
3

Leave the cell

Press Enter or Tab, or click outside. Wait for Saved.
4

Confirm the calculation returned

The calculated amount shows again and the blue styling goes away. The amount comes from the line’s current quantity, unit price, recurrence, start month and term. It can be zero if no charge falls in that month.
Clearing one month does not clear other months. Typing the calculated amount saves it as an override. Only an empty field removes the override.

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Set a month to zero

Type 0 and leave the cell. The zero replaces the calculated charge and is saved as an override. A saved zero opens as 0 the next time. Tabbing out without changing it keeps the zero. The month displays as a dash, so look for the blue styling to tell a zero override from a month with no charge.

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Troubleshooting

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Frequently asked questions

When you press Enter or Tab, or click out of the cell. Wait for Saved.
No. Zero replaces the calculated charge with zero. Clearing removes the override and restores the calculated charge.
No. The input opens as 0, and leaving it unchanged keeps the zero.
Yes. Type 0 and leave the cell.
No. It replaces one month’s amount for one line.
No. The schedule includes every line. A line’s status changes only in the budget editor.
No. Duplicate the budget to make a new Draft, then adjust the copy. See Duplicate a budget.