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How to save a copy of your budget
In the cashflow screen, you can save a copy of actual, budget or revised information at any time throughout the year.
What are the benefits to using the Save Copy tool?
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The Save Copy option is a quicker way for you to create another budget scenario for the same year as your current plan.
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Every time you revise your plan, you should save a copy of it before making any changes.
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Make sure the actual, budget or revised information you want to copy is on Line One.
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Click on the Cashflow menu.
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Select Save Copy
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Name the copy something that makes sense to you i.e. what is the purpose of the copy?
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Click OK to save.
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