Copying Worksheets

To make a copy of an individual worksheet you will need to: 

  1. Start at the Home Page.
  2. Click Budget.
  3. Click Full Budget.
  4. Click Worksheet.
  5. Click Copy or Rename.
  6. Select Copy Worksheet Group option.
  7. Select the worksheet that you want to copy.
  8. Enter a new name for the copied worksheet so you distinguish between the old and the new worksheets.
  9. Click the green tick. 
  10. Repeat for each worksheet for which you want to create ‘What If’ scenarios.
  11. Click the option Shift Dates Forward 1 year if you would like to make a copy of last years worksheet and create a template for next years budget. 




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