Duplicate a Budget

Create a copy of a budget as the basis for a new budget.

1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Budgets” tab.
3. In the “BUDGETS” window that opens, locate the budget name in the list.
4. In the Actions column, open the three-dots menu and choose “Duplicate Budget.”
5. In the “DUPLICATE BUDGET?” window that opens, click on the “Duplicate” button to create a copy of the budget and return to the “BUDGETS” screen.
   • If you opened the “DUPLICATE BUDGET?” window by mistake, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.