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Duplicate a Budget

You can use a budget as a template and duplicate it to use for a new budget.

Samuel avatar
Written by Samuel
Updated over 11 months ago

Overview

Creating a budget can be more efficient by duplicating a previously established budget. This approach allows you to maintain consistency and provides a solid baseline to start from.

Note: The Budgeting feature is not available for Starter Plans. Please consider upgrading to the Pro or Premium plans to use this feature.

The Steps

  1. To duplicate a budget, from the Budgeting screen, find the budget you want to duplicate and click the 3 dots menu to the right of the budget.

  2. Click Duplicate Budget to create an exact copy of the selected budget. The name of the new budget will be same as the selected budget, with the "(Copy)" added to the end.

    From here, you can continue to edit the budget as you see fit.

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