Move Category Group (small business expenses) to New Budget
Hi, currently my husband and I have our businesses in our home budget and have realized that we need to make those seperate budgets...its just getting too messy. I know you can export the budget but is there a way to copy a category group and start a new budget with that information? Like, can I export my entire budget, import it into a new budget and then just delete the information that I don't need (personal budget info)? I don't want to lose the past information for our businesses so that seems like the easiest way to accomplish this. Please advise.
Hi Steel Blue Sloth !
Currently, there isn't a way to copy that information or transfer it to a different budget. Do you have a business account that's just for your business transactions, or are they intermingled with your personal account?
If it's a separate account, you can create a new budget and add the business account. If you change the date of the starting balance transaction, your transactions to that date will import. You will also need to adjust the amount of the starting balance.
Direct Import will only provide historical transactions for a couple of months in the past, at most. If you need additional history, you might consider our File-Based Importing option.
Let me know if you have any questions about that! :)
Hi support team! Any chance there's new methods for doing this? I recently realized that I too want to separate my business from personal budgets (and have separate accounts for doing so) but would really love a more seamless way to simply start the new budget and 'extract' (so to speak) the business expenses from my personal budget. Is there any way other than a fresh start to do this? Could it be as simple as closing the business account and deleting all the transactions that were already inputted? I only started my budget earlier this month so it might not be too difficult.