Backup before rework
We are considering a category rework. Prior to moving everything around (ynab and bank funds), is there a way to clone a budget? Incase we dont like the result I would like to keep the previous budget intact. How can I accomplish this?
Maybe start with a completely new budget or make a fresh start? Believe a fresh start takes the categories you have already started, just zero's out all the available amounts.
There is a class, on 7/2, about restarting your budget. https://www.youneedabudget.com/free-workshops/. It might be worth checking out?
And, a class in the YouTube classes videos, here https://www.youtube.com/watch?v=U-eZbi3-9mo
Hi RIP_MSMoney !
We have plans for a "make a copy" option, but aren't quite there yet. To help here, you can make a Fresh Start, which will allow you to keep your categories, goals, and scheduled transactions, but clear out all budgeting and transaction history. And from there, rework your categories as you'd like and test out the new setup.
YNAB will archive a copy of your current budget for reference, so you can return to that when you're done testing!
In the absence of the "make a copy" option that is somewhere on the road map for development (and has been on the road map for over a year), your best bet is Fresh Start, play with the categories, see if you like them, then with much fear and trembling try to re-create what you did in the real budget. No safety net, yuck.
My plan for being in a similar situation to yours is to do my rework in the YNAB 4 budget I keep in sync with nYNAB, then re-import. If we had "make a copy," I could let go of keeping duplicate records in YNAB 4. As things stand, the web software isn't quite complete.