Archiving a Custom Budget removes it from your active list while preserving all historical data. This is useful when a program ends, a budget is no longer needed, or you're restructuring how funds are managed.
Archiving is a guided process that ensures remaining points and budget items are properly reassigned before finalizing.
When should I archive a Custom Budget?
Common reasons include:
Quarterly program closure
Example: Archive “Sales Budget – Q1 2026” after moving remaining funds to “Sales Budget – 2026 Annual”
Budget cleanup
Remove old or unused budgets while preserving historical activity
Team or department reorganization
Move items into new departmental budgets and retire outdated ones
How do I archive a Custom Budget?
1. Access the archive option
Go to Admin → Budgets
Select the budget you want to archive
Click Edit Details
Click Archive Budget in the top-right corner
This opens the guided archive workflow.
2. Handle remaining points
If there are unused points, you'll be prompted to choose one of the following:
Reassign to an existing budget
Move all remaining points to one or more active budgets
Select the destination budget(s) before proceeding
Create a new budget
Set up a new budget and transfer remaining points
You can:
Name the new budget
Set its point amount (auto-filled)
Add a description
Set as Flexible or Fixed
(Optional) Copy current budget items
Scratch the points
Permanently delete the remaining balance
Use only when leftover points should not be redistributed
Do nothing
Leave points in the archived budget
They can’t be spent, but remain visible in reporting
3. Reassign budget items
After handling points, you must reassign any Budget Items tied to this budget.
These may include:
Peer-to-Peer Shoutout Points
Manager Shoutout Points
Challenges
Custom Awards
Automated Awards
In the Assign Budget Items modal:
Select an item
Choose a destination budget
Click Assign
Repeat for all items
Click Save & Assign
All items must be reassigned before continuing.
4. Confirm the archive
You’ll see a confirmation modal showing:
How remaining points were handled
Where each item was reassigned
Check the confirmation box:
✔️ “I acknowledge that all budget points and items have been reassigned.”
Then click Confirm Archive to complete the process.
The budget will move to the Archived tab.
What happens after archiving?
The budget is removed from your active list
No further spending can occur
Historical transactions remain viewable
All tied programs now draw from the reassigned destination budget(s)