How to create a new budget based on an existing budget

You can create a new budget that is based on a budget that already existing.

How to create a new budget based on an existing budget:

  1. Click View- Accounting- Budget.

  2. Click New.

  3. Define the budget settings and click OK.

  4. The budget wizard will start. Select Get data from actual financial figures and click Next.

  5. Select which financial year you wish to base your budget figures on.

  6. Tick the boxes for the figures you would like to import.

  7. Define the percentage of which you wish to adjust these figures by.

  8. Click Complete.

You have now created a budget that is based on an existing budget.

Read more about:

Creating a new budget

Budgets