To copy a budget, you must copy the forecast transactions of one forecast model to another forecast model. You can delimit the copy by the specific transaction types to be copied and by dates.

Copy budgets

  1. Click > > > .

  2. In the form, select transaction types under to define the types of forecast transactions that you want to copy to another forecast model.

  3. In the and fields, define a time scale for the forecast transactions to be copied.

  4. In the and fields, define the forecast model to copy from and to.

  5. Click to start copying.

See Also