Want to save time and effort when creating a new budget? You can easily copy an existing budget as a template and use it as a starting point for your new budget. This is especially useful when you want to leverage the structure or data of the previous budget. In this guide, we’ll show you how to copy a budget as a template.
1. Go to the "Plan" tab and click on "Budgeting".
2. Select the budget you want to copy as a template. Click "Copy".
3. Name your new budget or keep the default name suggested by StatBun.
Select the starting date for the data you want to copy into the new budget.
To include values from the existing budget in your new one, check the "Copy values" option.
When you're ready, click "Continue" to move forward.
4. Your budget has now been successfully copied as a new template. You can edit it just like any other budget to fit your needs.
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