At times you may want to create budgets that are very similar to existing ones. Creating a budget and using the Copy function allows the initial budget to act like a template and save time. There are two methods to copy a budget: List View and Display View.
- Select a budget category filter from the Budgeting list containing the budget. For this example, the 'Show All' category is used.
- Right-click on the budget to be copied and select Copy Budget.
- Complete the Copy Budget window:
- Type the New Budget Name.
- Enter a New Budget Code. This is an arbitrary code you choose to delineate budgets.
- Select the Budget Year.
- Select Show New Budget (displays the new budget) or Don't Show Budget (displays the budget list)
- Click the OK button when complete.
Copy Budget from Display View
When using the Display View, the right-click Copy Budget menu option does not appear. Use this alternate method to copy the budget:
- While viewing the budget, click the Copy button on the Budget tool ribbon.
- Complete the Copy Budget window:
- Type the New Budget Name.
- Enter a New Budget Code. This is an arbitrary code you choose to delineate budgets.
- Select the Budget Year.
- Select Show New Budget (displays the new budget) or Don't Show Budget (displays the budget list)
- Click the OK button when complete.