How do I duplicate a budget?

Duplicating a budget in Quicken allows you to create a new budget based on an existing one without having to start from scratch. This can be especially useful for creating budgets for similar purposes or periods. Follow these steps to duplicate a budget efficiently.

Steps to Duplicate a Budget

1. Navigate to the Planning tab.

2. Select Your Budget

   • Select the Budgets button.
   • If multiple budgets exist, use the dropdown menu at the top of the window to select the budget you wish to duplicate.

3. Duplicate the Budget

   • Choose Budget Actions.
   • Select Duplicate this budget from the menu.

4. Name the New Budget

   • Enter a new name for the duplicated budget to differentiate it from the original.

5. Finalize the Duplication

   • Select OK to complete the duplication process.

By following these steps, you can efficiently create a new budget that retains the structure and allocations of an existing one, saving time and ensuring consistency across budgeting periods.