Budget based on last year's budget

Jan's Avatar

Jan

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

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac