How do I clone a budget?

Replicate your budgets to build new forecasts and What If scenarios.

Cloning creates a new budget with exactly the same data and formulas as a another budget. This is ideal for building What If scenarios and experimenting with your numbers without adjusting the original budget.

To create a clone, go to Budgets > All Budgets and select the clone icon from the right hand end of the budget row that you wish to clone.



In the form that appears you'll be able to give your clone a name, and clone multiple years. This allows you to clone the budget year, and also clone any historic data included in that budget, and any future data.