Next User Type: Admin
As an admin in J.P. Morgan Next, you can make changes to a budget, including budget reset periods, expiration dates, and the budget name.
Note: If you change a reset period from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
Edit budget from a web browser
In the Navigation Menu, select Budgets
Select the budget you want to edit
To search for a budget, enter the budget name in the Search field.
Select Edit Budget Settings
Note: If you do not see the button to edit budget settings, you do not have the required permissions to edit your budget.
You can edit the budget's name, spend target, recurring frequency, expiration date, funds access, and the setting to automatically add new users to the budget.
Note: If you change the reset period from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
To save changes to your budget, select Save Changes
Note: If you changed the reset period, you need to confirm you understand the effects of the change. The confirmation message will vary based on the previous budget interval and the new interval selected.
Edit budget from the mobile app
In the Navigation Bar, tap the Budgets icon
If the Budgets icon is not in your Navigation Bar, tap the More icon, then tap the Budgets link.
Tap the budget you want to edit
Tap the Options icon (three dots at the top of the screen)
To begin editing your budget, tap Edit budget
Note: If you do not see the option to edit a budget, you do not have the required permissions.
To edit the budget name, tap the Budget name field
To edit the budget interval, tap the Recurring or Non-recurring tab. If you selected the Recurring tab, tap the Frequency field to select a new reset period.
Note: If you change a budget interval from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
To edit the expiration date, tap the Expires field
To automatically add new people to this budget, tap the Automatically add people toggle button
To save your changes, tap Save
Note: If you changed the budget reset period, you need to confirm you understand the effects of the change. The confirmation message will vary based on the previous budget period and the new period selected.
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