Duplicating a budget can save time if you want to create a new budget based on an existing one. This is helpful when planning for a new year, testing alternate financial scenarios, or comparing changes across time periods. By copying an existing budget, you retain the original while making adjustments in the duplicate.
Ways to duplicate a budget
You can duplicate a budget using either the feature bar or the main menu.
From the feature bar
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Select the Budgets tab from the feature bar at the top of the window.
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Click the arrow next to the Budgets tab.
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Choose Duplicate Budget… from the drop-down menu.
From the Quicken menu
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Make sure you are on the Budgets tab.
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Go to the Quicken menu.
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Select Budgets > Duplicate Budget…
After selecting Duplicate Budget…, you’ll be prompted to name the new budget. The duplicate will contain all the categories, values, and structure of the original.