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BudgetActions Menu

⚙️ Actions Menu

Click Actions (three dots) in the header for:

  • Copy budget to future months — Apply this month’s budgeted amounts to all future months. Useful when you’re happy with your structure and want to roll it forward.
  • Download as CSV — Export your budget for the current month to a spreadsheet.
  • Copy to prev months — Overwrite the previous two months with this month’s budget. Use with care — this replaces existing data.
  • New budget — Create an additional budget (e.g. for a separate project or household).
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