How do I Return Previously Allocated Funds Back to My Budget?

Budgeting is essential for effective financial management, but sometimes circumstances require reallocating previously designated funds. This guide explains how to return allocated funds from the activity back into your budget for reallocation.

Step 1: View the Allocated Activities of your Budget

1. Find your budget: Navigate to Finance and Accounting > Budgets > Budgets

2. View the Allocated activities: Once the budget is located, please use the green hover menu to select View All Activities
   
   
   
   
   

3. Review: Evaluate each activity and note the amount allocated / amount used  
   
   

Step 2: Review the Status of the Allocated Activities

1. Activity Status

   • Active / Used

   • Active / Unused

   • Archived

Step 3: Identify and Return Funds for Reallocation

1. To return the funds back to your budget please follow the corresponding actions for each activity status

   • Active / Used -- Archive
     
     
     

   • Active / Unused -- Delete the allocation
     
     
     
     

   • Archived -- No Action Needed, the remaining funds have already been returned to the budget