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Re: how to copy a budget

Hi there, Zkaplan.

 

Allow me to step in and provide a few details with copying a budget in QuickBooks Desktop.

 

The option of copying a budget from previous year's without the actual data is unavailable. Yes, there are currently only two options so you can copy a budget.

 

You may consider choosing the Create budget from the previous year's actual data option. This lets you copy an existing budget by using the accounts that you already have and modifying the amount.

 

As a reference, you can check out this article for further guidance: Create a budget or forecast in QuickBooks Desktop.

 

We're constantly improving our product's feature to meet our customers' needs. You can always check back for any product updates and feature enhancements through our website.

 

Here's the link: https://quickbooks.intuit.com/blog/.

 

If I hear any changes about the option that you're looking for, I will be sure to post the details here in the Community.

 

That should do it. I'm always around if you have any other concerns. Just make sure to leave a comment below. Have a great day.