Learn more about the Core Banking System conversion.

August 08, 2023 Budgets Overview

Recalculate Budgets

To recalculate your budgets:

  1. Click on the “Add New Budget” link on the top right of the budgets window.
  2. Scroll to the bottom of the list that appears.
  3. Click on “Recalculate Budgets.” You’ll see a preview of each newly created budget next to the previous budget amount.
  4. Click “Save” if you’d like to keep these budgets. Click “Undo” if you change your mind.