Budget based on last year's budget

Jan's Avatar


13 Jan, 2021 08:13 PM

Can I create this year's mixed interval budget based on last year's budget?

  1. 1 Posted by mhoggie on 13 Jan, 2021 08:34 PM

    mhoggie's Avatar

    just a user,

    Yeah, just duplicate the budget from the budget manager, but you will have to touch all the dates to indicate the new year.

  2. 2 Posted by Jan Derdiger on 13 Jan, 2021 08:42 PM

    Jan Derdiger's Avatar

    Thank youI will give it a try. Will I have to do something to designate it
    as this year's budget?

  3. 3 Posted by mhoggie on 14 Jan, 2021 12:15 AM

    mhoggie's Avatar

    You will notice at the top of your budget screen after you duplicate your budget it will show budget period for this year. Then modify the name to indicate the year as needed.

  4. 4 Posted by Jan Derdiger on 14 Jan, 2021 01:44 AM

    Jan Derdiger's Avatar

    Thanks I appreciate your help

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