How to Duplicate, Rename, Archive, or Delete a Budget

The kebab menu (three dots) on each row in the Budget list gives you four actions. Here is what each one does and when to use it.

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Open the kebab menu

1. In the left sidebar, go to Accounting, then Budgets.
2. Click the Budget list tab.
3. Click the three-dot kebab icon on the right side of the budget row you want to manage.

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Duplicate

Creates a copy of the budget as a new Draft with the same groups, accounts, and amounts. Useful for building next year's budget from this year's, or for creating an alternative scenario.

1. Click Duplicate.
2. Give the copy a name.
3. The new Draft appears in the Budget list and can be edited immediately.

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Rename

Changes the display name of the budget. Works on any status: Draft, Active, or Archived.

1. Click Rename.
2. Type the new name.
3. Click Save.

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Archive

Moves a budget to Archived status. It is no longer the live budget, but all data and performance history are preserved. Archived budgets are read-only (View only) - you can still open one, but you cannot edit it.

Besides the row's kebab menu, you can also archive a budget directly from the toolbar while it is open in the full-page editor.

Once archived, the budget moves out of the budget-selector dropdown in the editor toolbar and into a collapsible Archived section at the bottom of the Budget list.

Use Archive when you are replacing an Active budget with a new one, or when a Draft is no longer needed but you want to keep the record.

Tip: Archiving the current Active budget is the required first step before you can activate a new Draft for the same fiscal year. See How to make a new budget when one is already active.

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Delete

Permanently removes the budget. Delete is only available for Drafts -- Active and Archived budgets cannot be deleted.

1. Click Delete.
2. Confirm in the dialog.

The Draft is removed and cannot be recovered.