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BudgetManage budgets

πŸ—‚οΈ Manage budgets

Open Budget β†’ Manage in the app header (or Settings β†’ Import & export in the sidebar) to work with all your household’s budgets in one place. Only household owners can open this page.

What you can do

Budget list

Each budget appears as a row with Actions on the right:

  • Export CSV β€” Downloads data for that budget for the current calendar month (same month as the Budget page). Use it for backups or spreadsheets.
  • Upload CSV β€” Opens a dialog to import category allocations into that budget. You’ll confirm before anything is applied. Same CSV rules as elsewhere (Group, Category, Month, Budgeted; Activity ignored; empty Month rows skipped when re-importing an export).
  • Delete β€” Permanently removes that budget and all related accounts, categories, and history. You must keep at least one budget; delete is disabled if you only have one. You’ll confirm in a dialog.

Toolbar

  • Import (new) β€” Import a CSV into a new budget (name and currency in the following steps).
  • Create budget β€” Opens the usual create dialog.

Tips

  • Export regularly for backups.
  • Create a second budget before deleting your only one, if you need to remove a budget entirely.
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πŸ—‚οΈ Manage budgets β€” Ledgend Docs