Copy Budget Data into New Budget

Copy Budget Data into New Budget

Copy Budget Data into New Budget

Cashbook Platinum
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To copy/transfer the data from an existing Advanced Budget , in order to create a new one follow the steps below:

Step 1: Advanced Budgets

  • Click Budgets
  • Advanced Budgets menu option
  • Click File 
  • Open menu option
  • Click on the name of the budget to copy eg. Farm Budget 2014/2015

Step 2: Copy

  • Click Tools
  • Copy Current Budget Into A New Budget menu option

Step 3: Details

  1. In the Copy Budget Data To New Budget window:
    1. enter the start date of the new budget eg. New Budget Starts At 07/2015
    2. enter the name for the new budget eg. New Budget Name Budget 2015/2016

ii. Click OK
iii. Click Yes to the warning message 'Are you sure you want to proceed with copying the data?'
iv. Click OK to the 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 report.'


Article ID CBP652