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How do I copy from one Budget version to another?
How do I copy from one Budget version to another?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

You can use the Budget Factory to copy a Budget from one version to the other:

  • Navigation is Budgets & Cashflow > Budget Tools > Budget Factory

  • Source is the Budget version with the data in now

  • Choose the period to copy from

  • Destination is the Budget version where you will copy it to

  • Tick the box for the period you wish to transfer the data into


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