Duplicate budget template

To duplicate a budget template:

  1. Click Budgeting.
  2. Select a budget template.
  3. Click on the Three dots Three Dots at the top right of the Budget card.
  4. Choose Duplicate. from the drop down list. The Duplicate budget dialog is displayed.
  5. Enter a name for the new budget template.
  6. Click Duplicate. The budget template is copied and added to the list with the same status (draft or published) as the original budget template.
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 May 27, 2025