Step 1: Open Budgets

1. Click the Budgets toolbar icon
   

Step 2: Open Budget to Copy

1. Click the down-arrow to select a budget from the drop-down list
   

Step 3: Copy Current Budget into a New Budget

1. Click on Tools 
   
2. Copy Current Budget Into A New Budget 
   

Step 4: New Budget

1. Enter New Budget Starts At date. e.g. 07/2020
   
2. Enter New Budget Name. e.g. Budget 2020-21
   
3. Click OK to continue
   

1. Click Yes to Confirm message "The current budget has been modified. Do you want to save it?"
   
2. Click OK to Warning message: "Please note that you should not print any budget-related reports in Cashbook until the budget has finished saving. Failure to observe this warning may result in incorrect reports."
   
3. Click Yes to Warning message: "Are you sure you want to proceed with copying the data?"
   
4. Click OK to Warning message: "Please note that you should not print any budget-related reports in Cashbook until the budget has finished saving. Failure to observe this warning may result in incorrect reports."