How do I delete a budget entry?

Budgets

Delete a transaction that records a budget amount. Use these options to delete transactions created by the Enter Budget Amounts routine. If you need to edit a budget amount, instead of using Edit mode you can also delete the original budget entry and replace it with a new budget entry.

Deleting a single reference number

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. Set up the Enter Budget Amounts Options and then, click OK.

3. Click Delete (CTRL+D).

4. Click to select the option titled Delete Single Reference Number.

5. Enter the Reference Number.

6. Click OK.

Connect deletes a single transaction entry.

Deleting transactions by reference number

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. Set up the Enter Budget Amounts Options and then, click OK.

3. Click Delete (CTRL+D).

4. Click to select the option titled Delete Reference Number Range.

5. Enter the Beginning Reference Number and Ending Reference Number.

6. Click OK.

Connect deletes all of the transactions with a reference number that falls in the reference number range.

Deleting transactions by date

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. Set up the Enter Budget Amounts Options and then, click OK.

3. Click Delete (CTRL+D).

4. Click to select the option titled Delete Transaction Date Range

5. Enter the Beginning Date and Ending Date.

You can use the same date in both fields to delete all of the transactions created on a single day.

6. Click OK.

Connect deletes all of the transactions with an input date that falls in the date range.

Deleting all transactions from a budget journal

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. Set up the Enter Budget Amounts Options and then, click OK.

3. Click Delete (CTRL+D).

4. Click to select the option titled Delete Entire X Journal for Period: (MM/DD/YYYY).

5. Click to select the option titled All Budget Levels.

6. Click OK.

Connect deletes all of the transactions created for the selected period and budget journal.

Deleting transactions from a budget level in a budget journal

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. Set up the Enter Budget Amounts Options and then, click OK.

3. Click Delete (CTRL+D).

4. Click to select the option titled Delete Entire X Journal for Period: (MM/DD/YYYY).

5. Click to select the option titled Selected Budget Level

6. Use the drop-down menu to select a budget level.

7. Click OK.

Connect deletes all of the transactions created for the selected period if the budget level of the selected budget journal.