# Manage budgets

> Create and manage budgets for your organizations

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The Budgets settings page is where budgets are created, edited, and deleted. To view budget performance, use the [Budgets](/docs/cbp/navigating-the-platform/budgets/) page in the sidebar.

Budgets come in two kinds:

- **Budget:** an individual budget with its own monthly targets and optional filters that narrow which costs count against it.
- **Rollup:** a parent budget that aggregates its children. Rollups carry no targets or filters of their own; their numbers are the sums of their child budgets.

## Access the Budgets settings page

1. Log in to the CloudBolt Platform.
1. In the sidebar, select **Settings**.
1. Select **Budgets**.

## Create a budget

1. Select **Create budget**.
1. Enter a **Name** (required; budget names must be unique within the organization) and, optionally, a **Description**.
1. Set the **Currency** as a 3-letter ISO code (default **USD**).
1. To make this a parent that aggregates other budgets, turn on **Rollup budget**. Rollups skip the remaining steps: the Periods and Filters sections apply to individual budgets only.
1. Optionally choose a **Parent** rollup budget to place this budget in a hierarchy.
1. Add **Periods** to set the monthly target: each period is a **Month** and an **Amount**, and each amount applies from its month forward until the next period. You only need a new period when the target changes.
1. Add **Filters** to narrow which costs count against the budget: each filter is a **Field**, an **Operator** (**EQUALS**, **NOT_EQUALS**, **CONTAINS**, or **NOT_CONTAINS**), and a **Value**. With no filters, the budget applies to all costs in the organization.
1. Select **Create**.

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Budget hierarchies can be up to 10 levels deep, and a budget's parent must be a rollup budget.
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## Edit a budget

Select the pencil icon on a budget's row (or the **Edit** button on the budget's detail page) to open the same dialog, make your changes, and select **Save**.

## Delete a budget

Select the trash icon on a budget's row and confirm. Deletion cannot be undone. A rollup budget that still has child budgets cannot be deleted; remove or re-parent the children first.