As an admin, you can copy a budget from a web browser or the Spend Center mobile app. Copied budgets will retain the settings from the original budget, including the roster and custom fields. You can give the budget a unique name and select the reset period and expiration.
Copy budget from a web browser
In the Spend Center Navigation Menu, select Budgets
Find the budget you want to copy
Hover your cursor over the budget and select the Copy icon
You can also copy the budget from the budget page. Select the Options icon (three dots in the top right of the page) and select the Copy Budget link.
Enter any required information to create the settings and details for the budget
Note: The budget name, budget owner, budget members, and custom fields are filled in automatically from the original budget.
Copy budget from the mobile app
In the Spend Center Navigation Bar, tap the Budgets icon
If the Budgets icon is not in your Navigation Bar, tap the More icon, then tap the Budgets link.
Select the budget you want to copy
Note: You can also long press the budget to view the option to copy the budget
Tap the Options icon (three dots in the top right of the screen)
Tap the Copy budget button
Enter any required information to create the settings and details for the budget
Note: The budget name, budget owner, budget members, and custom fields are filled in automatically.
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