Roll over budget numbers

Ken's Avatar

Ken

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.
    Ken

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