Update an Income/ Expense Actual

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.

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.

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.

1.2.7. Choose the Income/ Expense Actual you wish to update from the Income/Expense Actual List by clicking on the "Update Income/Expense Actual" icon. You can change amount, currency and date of an actual.

1.3. Constraints

When it comes to Update Income/ Expense Actual, there are a few important considerations.

1.3.1. An Income/Expense Actual with an associated record cannot be deleted.
1.3.2. If an Income/Expense Plan has at least one actual Income/Expense, the Income/Expense type cannot be updated.
1.3.3. An Income/Expense Actual must have at least one associated Income or Expense.

1.4. Issues that may arise

When you attempt to Update Income/ Expense Actual, there are several potential issues that you might encounter:

1.4.1. Failure to complete required fields will result in an unsuccessful update.
1.4.2. Lack of necessary permissions will prevent the update.
1.4.3. If you lack editing permissions for the associated budget, updating the Income/Expense Actual will not be possible.