1.2.1. Go to the Budget Management for Jira Configuration Page.
1.2.2. Choose the budget for which you want to Update by clicking on the budget name link. This will take you to the overview page.
1.2.3. On the left-hand side, click on the Income/ Expense tab, which will open the Income/ Expenses list panel.
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1.2.3.1 To access more information about the Income/ Expense, click on the arrow located on the left side next to the Income/ Expense's name or click the key of an Income/Expense directly.
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1.2.4. Choose the Income/ Expense Actual you wish to edit/update from the list by clicking on the "Update Income/Update Expense" 
icon from “Action”.
1.2.5. Here, you can make the necessary updates to the fields you require.
1.2.6. Finally, click the "Update" button to save your changes.
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To update an Income/ Expense Plan within Plan List specifially, follow these steps: |
1.2.7. Choose the Income/ Expense Plan you wish to update from the Income/Expense Plan List by clicking on the "Update Income/Expense Plan" icon. You can change amount, currency and date of a plan.
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1.3. Constraints
When it comes to Update Income/ Expense Plan, there are a few important considerations.
1.3.1.If an Income/Expense Plan has an associated actual record, it cannot be deletedmodified.
1.3.3. If an Income/Expense Plan has at least one actual Income/Expense, the Income/Expense type is not updatablecannot be updated.
1.3.4. An Income/Expense must have at least one associated Income/Expense.
1.4. Issues that may arise
When you attempt to Update Income/ Expense Plan, there are several potential issues that you might encounter:
1.4.1. If you forget Failing to complete a required field fields during the update , the Income/ Expense Plan creation will not be successfulwill result in an unsuccessful update.
1.4.2. Ensure that you possess have the necessary permissions; lacking the required permissions will impede . Lacking these will prevent successful updates to the Income/Expense Plan creation process.
1.4.3. When attempting to update an Income/ Expense Plan, you may encounter the following issues:
- If you lack do not have editing permissions for the associated budget, updating the Income/ Expense won't be possiblethe update cannot proceed.
- Forgetting to fill in the necessary required fields during the update will result in trigger an error message being displayed.