Editing a Budget

User Need

In the process of financial tracking, changes often occur: a business rebrands, a family decides to save for a different goal, or there is a need to reorganize expense categories.

In Small Metrics, editing a Budget is modular. This covers the user’s need for fast, targeted management. You do not need to go through the whole creation process again — you can open a specific section (for example, only categories or only the goal) and make changes in a couple of clicks.

Available only for Admins Only a member with the Admin role can manage settings (rename the budget, change the icon, update the goal, or delete categories). If you are a regular member (Member), the settings icon will be hidden, and any attempts to change data directly will be blocked by the system.

Where to find it

The user manages the workspace through the settings menu of a specific budget. UI Path: In the bottom menu, go to the Money tab -> Tap on the card of the desired budget -> On the dashboard, in the upper right corner, tap the gear icon (Settings).

Steps: How to edit a budget

Opening the budget settings, select the desired section to edit:

Changing the name (General)

1. Select the General (or About budget) section.
2. Tap the Budget Name text field and enter the new name.
3. Tap the Save button to apply the changes.

Managing the financial goal (Financial Goal)

1. Select the Financial Goal section.
2. To update the goal, change the desired values in the Target Amount (amount), Currency (currency dropdown), or Target Date (deadline calendar) fields.
3. Tap the Save button.
4. (Optional) If you want to completely remove the financial goal from this budget, tap the Trash bin icon.

Managing categories (Categories)

1. Select the Categories section.
2. In the opened list, you can add new, delete old, or change the colors and icons of existing categories. Saving changes in this section happens inside the form of the specific category.

Expected Result

After tapping the Save button (for example, when changing the name), the button will be disabled and show a white loading indicator.

Upon successful saving, a green pop-up notification (Toast) will appear at the top of the screen with the text Budget settings updated. (For some actions, the text will be specific, for example: Goal successfully removed). The editing screen will automatically close, and the updated data (new name or recalculated goal) will instantly appear on your dashboard.

Frequently Asked Questions (Q&A)

What happens to transactions if I delete a category? Don’t worry, you will not lose financial data. We use a Safe Delete system. When deleting a category with transactions, the system will offer to transfer them to another existing category. If you do not do this, they will automatically be moved to the system category “Uncategorized”.

Can I change the currency of a financial goal in an existing budget? Yes, an Admin can change the currency at any time. The built-in analytics system will automatically recalculate your current savings at the current exchange rate and update the forecast charts.

What does a regular member (Member) see in the settings? Members have access to the Budget settings in Read-Only mode to view goals and the list of members. They cannot make changes.

Possible Errors

Client-side validation will prevent sending incorrect data to the server and will show red text below the field:

• Required: Appears if you completely erase the Budget Name. It also appears in the goal section if you erase the amount but leave the date (or vice versa).
• Invalid number: Appears if you enter letters or special characters in the amount field.
• Min 0.01: Occurs if you enter an amount equal to zero or negative.

If the request still goes through with database limit violations, the server will return errors (displayed as a pop-up Toast):

• Name exceeds 100 characters: «Ensure this field has no more than 100 characters.»
• Amount exceeds the 12-digit limit: «Ensure that there are no more than 12 digits in total.»
• Access error: «You do not have permission to perform this action.» (403 Forbidden error, if you were suddenly downgraded to a Member).