How to copy an existing annual budget in d6

How to copy an existing annual budget in d6

Overview

This article explains how to copy an existing annual budget to a new year in d6. Copying a budget saves time by carrying over all budget categories and items from a previous year, which you can then adjust as needed.

My School > Finance > Annual Budgets

Purpose of this feature

Instead of building a budget from scratch each year, you can copy a previous year's budget as a starting point. This is particularly useful when budget structures remain largely the same year on year.

What do I need to know before copying a budget?

  • Copying a budget is irreversible. Once completed, it cannot be undone.

  • The system will display a warning before the copy is finalised. Read it carefully before confirming.

How do I copy an existing annual budget?

Step 1 - Select the budget to copy

  1. Navigate to My School > Finance > Annual Budgets.

  2. Click the circle next to the budget you want to copy to select it.

Step 2 - Initiate the copy

  1. Click the Copy budget button.

Step 3 - Select source and destination

  1. Choose the budget you want to copy from.

  2. Select the new budget you want to copy to.

Step 4 - Confirm the copy

  1. Click the Copy button.

  2. The system will display a warning that the action cannot be reversed.

  3. Click I understand to proceed.

  4. The copied budget will now be available with all categories and items from the source budget.

Frequently asked questions

Can I undo a budget copy after it has been completed?

No. The copy action is irreversible. Once you click I understand and the copy completes, it cannot be undone. Make sure you have selected the correct source and destination budgets before confirming.

Will copying a budget overwrite the destination budget existing items?

Yes. All items from the source budget will be copied to the destination budget. Ensure the destination budget is either empty or that you are happy for its contents to be replaced.

Can I edit the copied budget items after the copy is done?

Yes. Once the copy is complete, all budget items in the destination budget can be edited. Navigate to My School > Finance > Annual Budgets, select the budget, click Manage budget items, then select the item and click Edit.

Last updated: March 2026 | Version 2.0

Copyright d6 group (Pty) Ltd.

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