copy/duplicate budgets

Question asked by Nel Hargrave 10 years ago

Is it possible to copy an existing budget (to use as a re-forecasting tool) rather than re-entering all of the values again?

Or could we even have a quarterly re-forecast column and actuals against that? (completely understand this might be getting into fantasy land - but always worth asking!)

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Hi Nel,

There is currently no way to directly copy an existing budget into a new one. What you could do is download the budget as a PDF or CSV and then use those figures as the basis for your new budget.

I hope that this helps.

Chris

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10 years ago

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