Teamviewer
PS Cashbook
Copy an Existing Budget
Summary
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:
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