Copying a Budget to a New Month

At the start of a new month, you don’t need to rebuild your budget from scratch. The Copy budget outline feature duplicates your sections and categories (with their amounts) into a new month.

How to copy

1. Navigate to the month you want to copy FROM (e.g., if January was good, go to January)
2. Tap the three-dot menu (⋮) in the top-left of the Budget page
3. Tap “Copy budget outline”
4. Select the target month and year
5. Confirm

This copies:

• All sections (names and types)
• All categories (names and budgeted amounts)

This does not copy:

• Transactions (you start fresh each month)

When to use it

• Every month — most people copy last month’s budget and then tweak a few amounts
• Seasonal adjustments — copy a month that matches your expected spending pattern (e.g., copy last December for this December)

Tips

• Adjust after copying. Your income or expenses might change month to month — review the amounts after copying.
• Navigate to the new month after copying to verify everything looks right.
• You can copy to any future month — useful if you want to plan a few months ahead.