Budgeter: Edit and/or Add Budget Items

Do you need to edit your Budgeter? No problem, let's walk through how to modify your Budget items. 

Adding Custom Items:
1. Navigate to your Budgeter Tool page, which you'll find under the "Planning Tools" tab.
2. Select the "Add Budget Item" button on the top right-hand side of the page, and fill out the information to add your custom item.

Deleting Items:
1. On the Budgeter Tool page, hover over the line item you want to delete or click on the item to prompt the fly-in window to populate.
2. If you hover over the line item, you'll see a trash icon appear, and you can select that to delete. If you see the fly-in window, scroll until you see "Remove Item" at the bottom.

Editing Items:
1. Navigate to your Budgeter Tool page, which you'll find under the "Planning Tools" tab.
2. Find the line item you want to edit and click on it.
3. On the fly-in window, edit what you need to, and remember to save your work before moving on.

I hope this helps! Please let us know if you have any other questions about your budgeter at help@theknot.com. 

 

Happy Planning! 

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