Troubleshooting: Saving a Budget
Most budget saves complete without any issue, but a handful of error messages can appear when you click Save as draft , Save and activate , or Save changes . This article explains what each one means...
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Most budget saves complete without any issue, but a handful of error messages can appear when you click Save as draft, Save and activate, or Save changes. This article explains what each one means and reassures you about what does (and doesn't) get saved when something goes wrong.
"A budget named ... already exists for this fiscal year"
Every budget needs a unique name within its fiscal year. If the name you entered collides with an existing budget for that year, the name field shows an inline error and the save is stopped.
Fix: Change the Budget name field to something unique for that fiscal year, then save again.
"Fiscal year has not been configured"
If your property's fiscal year hasn't been set up in Accounting Settings, saving is blocked and a persistent banner appears at the top of the editor.
Fix: Click Configure fiscal year on the banner, complete the setup, then return and save.
"This budget is archived and can't be edited"
Archived budgets are read-only by design. If you somehow reach a save action on an archived budget (for example, an old browser tab), the save is rejected with this message.
Fix: There is nothing to fix here - archived budgets can't be edited. If you need to bring the plan back into active use, create a new budget or duplicate the archived one instead. See Archiving Budgets and the Archived Section.
A save error appears - what happened to my amounts?
If a save fails for any reason - a duplicate name, an unconfigured fiscal year, a network issue, or an unexpected server error - nothing partial is saved. The app only shows a success message ("Budget saved as draft," "Budget changes saved," or "Budget activated") once it has confirmed the save completed successfully on the server.
This also means the app will never let you activate a budget with amounts that didn't actually save: if the save step inside an activation fails, activation stops right there and the budget stays in its previous status. You will see an error message (as a toast, an inline field error, or a banner) instead of a false success.
Reassurance: If you see a red error message instead of a green success message, your budget was NOT saved or activated. Your unsaved changes remain in the editor - fix the issue described in the error and save again. You will not lose your work by trying again.
Still stuck?
If a save keeps failing after you've addressed the message shown, contact URBI at hello@myurbi.co with the budget name, fiscal year, and property so we can look into it.