Deleting a Budget

As MoneyWell has now moved away from the old style MoneyWell Document format, and onto the new Budget format. The way that your data is handled by MoneyWell has changed. For more information on where your MoneyWell is stored, see our article, Where is my MoneyWell data being stored.

As we have introduced our new sync system, your Budget can be available from a number of devices. This article will explain how to remove a Budget from each one individually, and how to completely remove a Budget entirely.

1. Local Only (sync has not been enabled)
2. Sync Enabled Budget
3. Express

Local Only (sync has not been enabled)

To delete a Budget that has not had sync enabled:

1. Open MoneyWell on your Mac
2. Close any Budgets that may have opened
3. Go to MoneyWell -> Settings -> Sync (1)
4. Here you will see three tabs "Local only" (2), "Syncing", "Remote (available to download)". We are only interested in the "Local only" (2) tab, so click that
5. You will now see a list of your Budgets that are only on this Mac. Each one should have a "Delete" (3) button to the right of it, if you are seeing a checkmark (4), this indicates that the Budget is still open, if the Budget you wish to delete has a checkmark beside it, you will need to close this window, close the Budget and then come back to this window as stated in steps 3 and 4

6. Once you have located the Budget you wish to delete, click the "Delete" button beside it
7. You will now be shown a prompt asking if you are sure that you wish to Permanently Delete this Budget

8. If you are sure, click "Permanently Delete", and you're done, Budget deleted

Sync Enabled Budget

To delete a Budget that has had sync enabled. This process involves three separate steps. Detaching, deleting from cloud, deleting the local copy.

Detaching severs the connection between the local copy of your Budget stored on your Mac, and the copy of your Budget that is stored in the cloud, for use by other devices.

Deleting from cloud removes the copy of your Budget from the cloud.

Delete the local copy completely removes the local copy of your Budget from your Mac.

All three steps need to be completed in order for the Budget to be completely deleted.

1. Open MoneyWell on your Mac
2. Close any Budgets that may have opened
3. Go to MoneyWell -> Settings -> Sync (1)
4. The first step is to detach your Budget, this is done via the "Syncing" (2) tab
5. Once on the Syncing tab, you should see a list of Budgets are set up for sync, each with a "Detach budget" button (3) aside them, if you are seeing a checkmark (4), this indicates that the Budget is still open, if the Budget you wish to delete has a checkmark beside it, you will need to close this window, close the Budget and then come back to this window as stated in steps 3 and 4

6. Once you have located the Budget you wish to delete, click the "Detach budget" button beside it
7. You will now be shown a prompt asking if you are sure that you wish to Detach from sync

8. If you are sure, click "Detach from sync" and your Budget will now be detached

9. Once the Budget has detached, go to the "Remote (available to download)" (1) tab
10. Once on the Remote (available to download) tab, you should see a list of Budgets that are in the cloud and are available to download to this device, each with a "Delete from cloud" button (2) aside them, if you are seeing a checkmark, this indicates that the Budget is still open, if the Budget you wish to delete has a checkmark beside it, you will need to close this window, close the Budget and then come back to this window as stated in steps 3 and 9

11. Once you have located the Budget you wish to delete, click the "Delete from cloud" button beside it
12. You will now be shown a prompt asking if you are sure that you wish to Premanently Delete this Budget

13. If you are sure, click "Permanently Delete" and the Budget will be deleted from the cloud
14. Once the Budget has deleted from the cloud, go to the "Local only" (2) tab
15. You will now see a list of your Budgets that are only on this Mac. Each one should have a "Delete" (3) button to the right of it, if you are seeing a checkmark (4), this indicates that the Budget is still open, if the Budget you wish to delete has a checkmark beside it, you will need to close this window, close the Budget and then come back to this window as stated in steps 3 and 14

16. Once you have located the Budget you wish to delete, click the "Delete" button beside it
17. You will now be shown a prompt asking if you are sure that you wish to Premanently Delete this Budget

18. If you are sure, click "Permanently Delete", and you're done, Budget deleted

Express

To delete a Budget from Express:

1. Open MoneyWell Express on your iPhone
2. You should be shown the Budgets selection screen, with a list of your available Budgets

3. If you are instead loaded straight into a Budget, completely close and then reopen MoneyWell Express, this should now open the Budgets selection screen

4. Once you are on the Budgets selection screen, simply swipe left on the Budget you wish to delete

5. This will delete the Budget from this device, leaving the copy of the Budget that is stored in the cloud, and any copies of the Budget on any other devies completely untouched

To further delete this budget from all devices and the cloud, follow the above steps on each iPhone, and the afformentioned section, Sync Enabled Budget on any Macs.