How do I create a budget for the new year?

This is my second year, so I have last year's budget in place.  How do I create the budget for next year?  Seem to be lots of instructions for starting from scratch, but I'm now sure how to start year 2, carrying forward from year one?


  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    edited December 2018
    If you want to setup next year's budget, go into the current budget and click on the up arrow next to the date. This will prompt you about setting up next year's budget:


  • Unknown
    Unknown Member
    edited December 2018
    Thank you so much.  I'm still learning the basics!
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