Budgeting

How do I duplicate a top sheet item and its underlying details?

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To duplicate an item:

  1. Click Budgeting in the sidebar menu.
  2. In the budget list, click the title of the budget you wish to work with.
  3. On the top sheet, find the item to duplicate in the top sheet.
  4. Click the dropdown menu to the left hand of the account number.
  5. Select Duplicate.

This copies the item along with all underlying accounts and details.

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