Archiving a budget is simple, once you've got your ducks in a row. Archived budgets will still exist (you're still going to want them around in case you review old estimates) but new estimates will use your new budget.
- Make sure you have a new budget ready and active.
- You need to set your new budget to the default budget(s) (You can't archive a budget if its set as a default). Here's how to setup a default budget:
- Open the budget you want to archive (make sure it's no longer a default) and click the ARCHIVE button. It's right on the first tab of the budget (just open your budget and its a red button on the bottom)