Resetting your budget
Clear your existing budget items and start fresh with the budget calculator.
Plan requirement: Pro plan
What reset does
Resetting your budget removes all existing budget items and takes you back through the setup flow, where you can enter a new total and reallocate across categories using the budget calculator.
Use reset when:
- Your original estimates are significantly out of date
- Your total budget has changed and you want to rebalance allocations from scratch
- You want to start over with a different category breakdown
How to reset
Go to Planner > Budget
Click Reset budget
Confirm that you want to proceed — this will delete all current budget items
Enter your new total budget and click Continue
Customize your category allocations on the allocation page
Click Continue to create new budget items
Before resetting
Consider these alternatives if you only need partial changes:
Change the total only: Update your total in Budget settings without resetting
Change a category: Edit the items in that category directly in the budget list
Add or remove items: Use the add and delete controls in the budget list
Reset is best when you want a completely fresh start, not for minor adjustments.
Note on payments
Resetting removes budget items but does not delete payment records linked to vendors. Check your payments after resetting and re-link any existing payments to new budget items if needed.
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