Is there a way to create a duplicate budget? I want to make a copy of my budget with the history intact so that I can play around with a couple of different scenarios. It's not the kind of thing I feel comfortable doing with just the undo function to go back but I also don't want to wipe out all the balances and transactions and have to reenter so Fresh Start won't work.
Hi Rihannsu !
There isn't really an easy way to create a duplicate. You can do a Fresh Start (to carry over your accounts and custom categories), then connect your accounts in the Fresh Start budget and pull in past transactions (to do that you can use File Based Importing or change the date of the starting balance transaction). File Based Importing has the ability to import a further range of transactions, whereas changing the date of the starting balance can only go back 6 weeks.
As you mentioned, I wouldn't suggest trying this with Undo because it's easy to accidentally save over your true budget.
If you still have questions, please don't hesitate to ask!Reply
I want this as well. I've got a file with transactions from my bank accounts that I'd like to try and import but I don't trust it and am afraid it'll wreck my manually added known-to-be-good transactions. I'd feel much safer trying this out first in a copy of my budget that also contains my manually added and approved transactionsReply