The Bulk Budget Worksheet allows you to edit budgets across multiple accounts at the same time. Save valuable time for both you and your team by making changes to budget settings collectively, avoiding the need to modify them one by one.
How to bulk-edit budget settings
Go to Manage in the top menu.
Check the boxes for the accounts you want to edit.
Click Bulk Budget Worksheet in the bulk edit menu.
Check the boxes for the budgets you want to edit, or simply select all by checking the box at the top of the table.
Use the pencil icons in the blue menu bar to update budget settings.
Pending changes are highlighted in yellow. Click Save All Changes when finished.
