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Create a new budget from an existing non-qualified budget

Important: All budgets must be account-based.

To create a new budget from an old budget that is not account-based, choose one of the following methods:

  • Delete this budget and enter new budget amounts manually.


  • Copy data from an old budget by printing the budget and entering the amounts manually.

Once you delete a budget, all of the budget data for the selected year and type of budget is erased.

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