Archiving a budget is simple, once you've got your ducks in a row. Archived budgets will still exist (you're still going to want them around in case you review old estimates) but new estimates will use your new budget.
- Make sure you have a new budget ready and active.
- Open the budget you want to archive (make sure it's no longer a default) and click the ARCHIVE button. It's right on the first tab of the budget (just open your budget and its a red button on the bottom) as shown below.
- If the budget you are trying to archive is your default budget, you will need to set your new budget (or a different budget) as the default budget since you can't archive a budget if its set as a default. Here's how to setup a default budget: