Can I edit or adjust a budget after creating it?

1 min read

Summary

You can edit a budget’s amount and change it between recurring and non-recurring. However, the category cannot be modified once the budget is created.


How This Works in Nance

Nance allows partial edits to budgets while keeping the core structure stable.

What You Can Edit

  • Budget amount
    • Increase or decrease anytime
  • Recurring / Non-recurring setting
    • Switch between recurring and non-recurring
    • This changes how the budget behaves over time

What You Cannot Edit

  • Category cannot be changed after creation

This ensures:

  • Consistent tracking history
  • Accurate insights and analytics

If You Need to Change Category

To use a different category:

  1. Delete the existing budget
  1. Create a new budget with the correct category

Important to Know

  • Changes apply immediately
  • Switching to recurring will make the budget reset automatically based on its cycle
  • Category selection is fixed to maintain data integrity

Adjust the rules.

But the category stays locked.

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