Overview
Creating a budget can be more efficient by duplicating a previously established budget. This approach helps you maintain consistency and gives you 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
To duplicate a budget from the Budgeting page, find the budget you want to duplicate. Click the 3-dots to the right of the budget and select Duplicate Budget.
The name of the new budget will be same as the selected budget, with the "(Copy)" added to the end.
The duplicated budget is now ready, and you can continue editing it as needed.
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