Roll over budget numbers

Ken's Avatar


18 Mar, 2023 02:40 AM

How do I take January's budget numbers which I manually entered and roll them over into each of the other months in the year?

  1. 1 Posted by mhoggie on 18 Mar, 2023 04:29 AM

    mhoggie's Avatar

    just a user,

    Up in the top right hand corner of the budget screen, click the little down arrow on the next month and select "Copy Previous Period"

    If you use the Old Style Mixed Interval budget you set the date ranges as needed and you can leave the end date open so the budget amounts are always set.

  2. 2 Posted by Ken on 18 Mar, 2023 12:36 PM

    Ken's Avatar

    The issue has been resolved. Thank you for the rapid response.

  3. System closed this discussion on 17 Jun, 2023 12:40 PM.

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