How to Delete a Budget

The idea of deleting a budget may sound unsettling, but it doesn’t have to be! It only takes a few steps and won’t destroy any of your work.

  • Only company administrators can access BalancedComp.
  • Budgets are essentially containers for multiple scenarios, which is where the real work is done. Deleting a budget simply releases the scenarios back to the Available Scenarios section of the Budget Builder.
  • Deleting a Budget does not delete any Scenarios. If you need to delete a scenario, learn how here.
  1. Click on Budgets in the main nav.
    How to Delete a Scenario - 1
  2. Click Active Budgets in the subnav. Locate the Budget you wish to delete.
    How to Delete a Budget_1
  3. Click on the gear icon in the top right corner of the budget. From the dropdown menu that appears, click Delete. How to Delete a Budget_2
  4. Follow the prompts in the modal that appears.
    How to Delete a Budget_3
  5. You have successfully deleted your chosen Budget! The budget's scenarios are now underneath Available Scenarios in the sub-nav.