Duplicate budget template

To duplicate a budget template:

  1. Click Budgeting.
  2. Select a budget template.
  3. Click Duplicate. The Duplicate budget dialog is displayed.
  4. Enter a name for the new budget template.
  5. Click Duplicate. The budget template is copied and added to the list with the same status (draft or published) as the original budget template.

NOTE: If you have (C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\checkbox.png) selected a category or categories when you duplicate a budget template, the duplicated budget template will automatically be added to that category or categories.

Last modified August 7, 2024