Do you have an existing Legacy Digital Budget Book?
Moving your prior year content into the new Budget Book is easy with the Carry Forward workflow.
In this video, you’ll learn how to use the Carry Forward tool to bring narrative content, charts, and images from a legacy budget book into your new budget book, helping you save time and preserve your work.
We’ll walk through how to create a new document, connect your data sources, and review imported content to get your next budget book up and running fast.
Note: Financial pages, attachments, and dynamic content are not carried forward and must be recreated in your new Digital Budget Book.
Next Steps
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