# Edit, pin or delete a budget

Change a budget with Edit budget (the pencil), star it to pin it, choose which one Home shows, or delete it without touching your transactions.

## Edit a budget's name, categories or amounts

Editing a budget uses the same four steps as creating one: **Details**, **Categories**, **Allocate** and **Review**.

1. Open the budget, then select **Edit budget** (the pencil) at the top. In **Budgets**, you can also open a budget's **⋯** menu and select **Edit**.
2. Change what you need, and select **Next** to move through the steps.
3. In **Review**, select **Update Budget**.

Changes apply to every period, including past ones. Changing **Currency** relabels the amounts without converting them. See [Budgets in another currency](https://treasury.sh/help/currencies#budgets). Changing **Budget Type** doesn't convert amounts either, so re-enter them in **Allocate**.

## See a budget's details

**Budget details** (the info icon) next to a budget's name shows its **Description**, **Type**, **Currency**, **Date Range** and **Tags**. **No date restrictions** means the budget has no start or end date. To change any of them, [edit the budget](https://treasury.sh/help/edit-budgets#edit).

## Pin a budget to favorites

Pinned budgets sit at the top of **Budgets**. On a computer, they also appear under **Pinned** in the sidebar, which shows up to four pinned items, budgets first.

1. In **Budgets**, select **Add to favorites** (the star) beside a budget.
2. To unpin it, select the star again. In the sidebar, you can also open its **⋯** menu and select **Unpin**.

![Two budgets in the Budgets list, Monthly Spending pinned with a filled star and Subscriptions Watch with an empty star](https://treasury.sh/help/budget-favorites.webp)

Pinning doesn't change which budget Home shows.

## Choose the budget Home shows

Your primary budget is the one **Home** features.

1. Open **Settings → Preferences**.
2. Under **Primary Budget**, choose a budget, or **None** for no budget.
3. Select **Save Changes**.

## Delete a budget

1. In **Budgets**, open the budget's **⋯** menu and select **Delete**. On a computer, you can also use the **⋯** menu of a pinned budget in the sidebar.
2. Confirm with **Delete**.

![The Delete Budget dialog asking to confirm, with Cancel and Delete](https://treasury.sh/help/budget-delete-dialog.webp)

Treasury removes the budget and its category amounts. Your transactions, categories and tags stay as they are. If it was your primary budget, Home and the iOS budget widget show no budget until you [choose another](https://treasury.sh/help/edit-budgets#primary).

> [!CAUTION]
> Deleting a budget can't be undone. To change one instead, [edit it](https://treasury.sh/help/edit-budgets#edit).

## If a new category isn't in your budget

A category you create later isn't added to your budgets. Its transactions don't count toward a budget until you add it.

1. [Edit the budget](https://treasury.sh/help/edit-budgets#edit) and go to **Categories**.
2. Choose the new category, then give it an amount in **Allocate**.

## Get alerts about a budget

The Treasury iOS app can warn you when you spend ahead of pace or go over a budget. See [When budget alerts are sent](https://treasury.sh/help/notifications#budget-alerts).

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Open Budgets in Treasury: https://app.treasury.sh/budgets

Page: https://treasury.sh/help/edit-budgets

Last checked against the app: 2026-11-04