Copy the current year budget

Budget > Utilities > Copy Current to New File ID

Copy the current year data to another file ID (2024-2025 to file ID 5) for historical purposes.

Copy Current to New File ID Page

New File ID

Click Drop Down Arrow to select the one-character file ID. This field represents the file ID to which you can move or copy funds.

Select AllClick to select the check boxes for all funds.

❏ Click Execute to copy the selected funds to the new file ID. A message is displayed indicating that you are about to copy data from the current file ID to a new file ID and prompts you to continue.

❏ Click Yes. A message is displayed indicating that the process was successfully completed. Click OK.

❏ Log on to Budget file ID 5 and perform an inquiry to verify that all fund data was copied.

Budget Account Codes Inquiry Page

After verifying the fund data, log on to file ID N before continuing with the Budget process.