Copy a Year-Over-Year Budget

Written by Nick Miles

Last published at: June 10th, 2019
  1. Select Budget from the Home page.
  2. Select a previous budget Year.
  3. Select Copy.
  4. Enter the budget Year.
  5. Click Copy.
  6. Click on the short-name of a fund.
  7. Edit the Yearly Budget for each line item in the Fund.
    • CommunitySuite will divide the amount listed within each line item by 12 to create a monthly budget.
  8. Click Update.