# Revise, close or cancel a budget

Change a budget in service by issuing a revision that keeps the original, close a budget whose period is over, and cancel one that should not count, without losing its history.

Once a budget is in service, its lines are what was promised. Its lines stay editable while it is open, but a changed amount leaves no trace, so the budget offers a revision: a copy that replaces it while the original stays readable. All the actions below are in the **Actions** menu of the budget and need the **Administrator** access right on **Accounting**.

## Issue a revision {#revision}

1. Open **Accounting/Accounting/Budgets/Analytic Budgets** and open the budget, here **Marketing events, second half 2026** (8,000.00 planned).
2. Open **Actions** and choose **Issue Revision**, then **Ok** in the confirmation.

![The confirmation before a revision is issued; the original will be marked superseded.](https://jaah.app/web/image/10069-d4f3c73c/budgets-revise-revision_confirm-en.png)

3. The revision opens in **Draft**: the same period, settings and lines, a title ending with `[rev` and the date and time of issue, and a **Revision Of** field that links back to the original. Both budgets record the link in their messages.

![The revision opens as a draft copy, linked to the budget it replaces.](https://jaah.app/web/image/10076-0bad35f4/budgets-revise-revision_draft-en.png)

4. Change what has to change: here the **Commercial & Marketing** line goes to `12000`. Then open **Actions** and choose **Put in Service**. The revision is **Open** and reads its actual amount from the books again.

![The revision in service with its new planned amount; the actual amount is read again from the books.](https://jaah.app/web/image/10081-75189650/budgets-revise-revision_open-en.png)

The original is now **Superseded**: a ribbon says so, a notice points to its successor, and its lines can no longer be changed.

![The original budget, superseded, with a notice that points to its revision.](https://jaah.app/web/image/10087-5cb288fd/budgets-revise-original_superseded-en.png)

Its **Revisions** tab lists the budgets issued to replace it, with their period, planned and actual totals and stage.

![The Revisions tab lists the budgets issued to replace this one.](https://jaah.app/web/image/10094-81795bc1/budgets-revise-revisions_tab-en.png)

Put the revision in service soon after issuing it: in between, the original is superseded and the revision is a draft, so neither appears under the **Budgets in Service** filter of the budget lines.

## Close a budget {#close}

When the period is over, open **Actions** and choose **Close Budget** on the open budget. Its stage becomes **Closed** and its lines can no longer be changed. The actual amounts still follow any late entry dated inside the period.

![A closed budget; its period is over and its lines can no longer be changed.](https://jaah.app/web/image/10098-490ac622/budgets-revise-closed_budget-en.png)

**Back to Draft**, in the same menu, returns an open, superseded or closed budget to **Draft** so that its lines can be edited; it is read again from the books when it is put back in service.

## Cancel a budget {#cancel}

A budget that should never have counted is cancelled, not deleted. Open **Actions**, choose **Cancel**, and confirm with **Ok**: the confirmation reads *A cancelled budget keeps its history but stops counting anywhere*. A **Cancelled** ribbon marks it, its lines stay read-only, and it cannot be brought back to draft or revised.

![The confirmation of Cancel; a cancelled budget keeps its history and stops counting.](https://jaah.app/web/image/10102-94ca56ad/budgets-revise-cancel_confirm-en.png)

## FAQ {#faq}

### Can I delete a budget? {#delete}

**Delete**, in **Actions**, works only on a budget in **Draft** or cancelled; on any other stage it is refused with a message asking you to cancel the budget instead. On the current version, deleting a budget that has lines stops on a **Missing Record** message and the budget stays, so cancel it.

### Can I revise a revision? {#revise-again}

Yes. Each revision is replaced in turn, and the title keeps one `[rev` mark with the date of the latest revision instead of piling them up.

### Can I change an open budget without a revision? {#in-place}

Yes. The title, dates, **Applies To**, **Enforcement** and **Alert At (%)** of an open budget, and its lines, stay editable. A change to the title, the dates, **Applies To** or **Enforcement** is recorded in the budget's messages; a changed line amount is not. Use a revision when the first figures must stay on record.

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- Source: https://jaah.app/docs/budgets/revise-close-or-cancel-a-budget
- Updated: 2026-10-23
- Version: Budgets 19.0.1.1.1
- Verified: 2026-10-23