You can duplicate any budget from the Planning tab.
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Select the Planning tab.
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Select the Budgets button.
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If you have more than one budget, select the one you want to duplicate from the drop-down list at the top of the window.
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Choose Budget Actions > Duplicate this budget….
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In the Duplicate Budget dialog, keep the suggested name or type your own.
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Select OK.
The duplicated budget appears in the drop-down list, ready to edit independently of the original.
Reasons to duplicate a budget
Duplicating a budget lets you experiment with a new structure or time period without changing the budget you're currently using. It also lets you compare two versions of the same budget side by side.
When you might duplicate a budget
Common reasons to duplicate a budget include:
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To test a change in categories or amounts before applying it to your main budget
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To create next year's budget from this year's, then adjust amounts for expected changes
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To build a stricter or looser version of your current budget for comparison
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To preserve a snapshot of your budget before making changes you might want to undo
When you might not need to duplicate
A duplicate isn't always the right choice:
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You only need to adjust amounts within the same budget; editing it directly is simpler than managing two.
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You won't keep both budgets updated; an unused duplicate goes stale and adds clutter to the drop-down list.
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You're comparing actuals against more than one budget; only one budget displays at a time.