Available in Sage 50 Premium Accounting and higher.
Create a Budget - Copy an Existing Sage 50 Budget
You can create a budget by copying an existing Sage 50 budget. Once you create the budget this way, you can always tweak any amounts based on expectations for the current year.
- Enter a Budget Name for the new budget. A budget name can be automatically created based on the description, provided this option is checked in Maintain Global Options. The description is optional.
- Select "Copy amounts from another Sage 50 budget" and click Next.
- Select the existing budget you want to copy from.
- Select the accounting periods to copy from and paste to; click Finish.