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Editing budget settings with the Bulk Budget Worksheet

Streamline budget management across multiple accounts with the Bulk Budget Worksheet.

Updated this week

The Bulk Budget Worksheet allows you to edit budgets across multiple accounts. Save time for both you and your team by avoiding the need to modify them one by one.


Using the Bulk Budget Worksheet

  1. Go to Manage (globe icon) in the left menu.

  2. Select Accounts.

  3. Check the boxes for the accounts you want to edit.

  4. Click Bulk Budget Worksheet in the bulk edit menu.

  5. Check the boxes for the budgets you want to edit, or simply select all by checking the box at the top of the table.

  6. Use the pencil icons in the blue menu bar to update budget settings.

  7. Click Save All Changes when finished.

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