Available in Sage 50 Premium Accounting and higher.

Create a Budget - Copy an Existing Sage 50 Budget

You can create a budget by copying an existing Sage 50 budget. Once you create the budget this way, you can always tweak any amounts based on expectations for the current year.

  1. Enter a Budget Name for the new budget. A budget name can be automatically created based on the description, provided this option is checked in Maintain Global Options. The description is optional.
  2. Select "Copy amounts from another Sage 50 budget" and click Next.
  3. Select the existing budget you want to copy from.
  4. Select the accounting periods to copy from and paste to; click Finish.
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