When starting a new file, can I bring over my Full Budgets and Quick Budgets into the new file?

Yes, when starting a new file, you can import budgets into your new replacement file.

  • Prior to importing any budget data, it is imperative the code list clean up in the new file is done first.
  • Differing codes and bank account from the old file to the new file will need to be mapped to new ones when importing the budget(s).
  • During the import process, at step 8, use the feature “Use Matching Code Name If Any”. If a code doesn't exist in the new file it will give you the option to chose a new code when importing the old budget.

Please see: Importing A Full Budget From Another File

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