Copy Amounts to the Current Budget

You can create a budget, add accounts to it, and then populate it with budget amounts that are copied from the Income Statement, the Balance Sheet, or another budget.

Prerequisites: Before you can copy budget amounts, you must first add accounts or import accounts into the budget. Budgets are copied for only those accounts that are already set up in the budget. Then open a General Ledger budget.

To copy budget amounts, complete the following steps:

1. On the toolbar of the General Ledger Budgeting form, click Tools > Copy Amounts. This option does not display if you are using Vision Multicurrency.
2. Complete the fields on the Copy Budget Amounts dialog box and click OK.