Duplicate budget

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.   

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  • 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!

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  • I just wanted to ask if there's any update on this?

    Trying out different scenarios was easy with the old app - you just made a copy of the file.  The lack of any way to try scenarios on the web app is a significant restriction.

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      • jenmas
      • jenmas
      • 3 mths ago
      • Reported - view

      Andy Madge there has been no update 

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    • Hi Andy Madge !

      I don't have any official updates to share here just yet, but this option is on our radar! :)

      Reply Like 1
    • Peter
    • Professional Designer, Web Developer
    • lasty
    • 2 mths ago
    • Reported - view

    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 transactions

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  • Please, please, please!!!

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      • Patzer
      • Retired at age 60. Thank you, YNAB!
      • Patzer
      • 2 mths ago
      • Reported - view

      Coral Lobster It's on their radar, but somewhat less important than integrating YNAB with a system none of us would have heard of if YNAB weren't integrating with it. 

      As long as YNAB prioritizes stuff no one asked for above no-brainer stuff that should have been included at product roll-out, my eyes will be open to see whether there is a viable competitor.  So far, no; but I have a competing product that will do if YNAB totally screws up and takes their software out of the "functional" category for me.  Most likely scenario for this is, Toolkit designers burn out on keeping up with YNAB random changes to the infrastructure and quit maintaining Toolkit, while YNAB fails to implement any of the many things in Toolkit that really ought to be part of the base package then randomly makes Toolkit non-functional.

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    • Patzer I’m still salty over the death of the red arrow. 

      Reply Like 1
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