budget copy faq Can I copy my budget?

Copying a budget is the easiest way to create your 2nd, 3rd, and subsequent budgets.   You've already entered all your labor, equipment, overhead, etc.  All you need to do is edit the numbers to build new forecast(s).

To copy a budget:

  1. Open the budget you wish to copy
  2. On the first tab (Budget Info), click the Copy button

 

Enter a new Budget Name and you'll have a 2nd copy of your original budget ready for modification.

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