Editing item description

Learn how to update the description of a budget item to keep your expense records accurate.

Update the description of a budget item to keep your records accurate.

Plan requirement: Pro plan

How to edit

  1. Go to Planner > Budget and click on the budget item
  2. Update the Description field and click Save

Tips

Be specific. "Photography - engagement shoot + wedding day" is more useful than just "Photography."

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