Duplicate a budget

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

1. Select the Budgets tab from the feature bar at the top of the window.

2. Click the arrow next to the Budgets tab.

3. Choose Duplicate Budget… from the drop-down menu.

From the Quicken menu

1. Make sure you are on the Budgets tab.

2. Go to the Quicken menu.

3. 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.