Yes — budgets can be edited in Tradogram. Only users with the permission to edit budgets will see the option to make changes. If you don’t see the edit option, contact your system administrator.

How to Edit a Budget

1. From the navigation bar, click Budgets.
   
   
2. Find the budget you want to edit.
   
   
3. Click the Edit button in the right-hand column.
   
   
4. Make the necessary changes.
   
   
5. Click Save Budget to confirm and update.
   
   

Both current and past budgets can be edited at any time.

Fields That Cannot Be Edited

When editing a budget, the following fields are locked and cannot be changed:

• Branch
  
  
• Budget type
  
  
• Budget sub-type (if selected)
  
  

Fields You Can Edit

The following details can be updated for an existing budget:

• Basic Details: Title, view option, budget currency, start and end date
  
  
• Budget Amounts
  
  
• Notes
  
  
• Additional Settings, including:
  
  
  
  • Include Pending Transactions
    
    
  • Include Requisitions in the Ordered Amount
    
    
  • Include Expenses in the Invoiced Amount
    
    
  • Collapse the Ordered Amount to the Invoiced/Received Amount for Closed POs
    
    
  • Cap the Spending
    
    
  • Users who can view this budget

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