PS Cashbook

Copy an Existing Budget


How do I make a copy of an existing budget?


Detailed Description

  • Click on the Budgets > Advanced Budgets menu option. (or click on the Budgets toolbar icon.)


  • Click on the Open drop-down arrow.
  • Click on the name of the budget you wish to copy. eg. Control 2020-21..


  • Click on the Tools > Copy Current Budget into a New Budget menu option.


  • Enter New Budget Starts At date, e.g. 07/2021.
  • Enter New Budget Name, e.g. Control 2021-22.
  • Click OK to continue.


  • Click Yes to Confirm message: 'Are you sure you want to proceed with copying the data?'


  • Click OK to the following warning message:

Was this helpful?

Not helpful ( ) Very helpful