Modifying an Approved Budget will cause the existing budget to be archived and a new budget created in its place.
To modify a budget:
- Select a Property
- Click on the Outgoings menu on the left
- Click on the Budgets tab
- Select a Budget
- Click on the 'Modify Budget' button
You will be asked if you want to modify this budget
Click 'Modify Budget' to continue.
The budget will now be available for modifying. It will be placed into 'Draft' status where changes can be made and then approved, in the same way as adding a new budget. See Creating a New Budget
If there are any new tenancies, they can be added by using 'edit allocations', this will add them in at the % loaded against their tenancy record.
Note: A copy of the original budget will be placed in the 'Modified Budgets Log' section of the Budgets page.