Setting up a fund and duplicating categories

When adding a new fund to ExpensePlus, you have the option to duplicate categories from another existing fund. This allows you to copy an existing category structure and then edit it for fine-tuning and customisation. This article explains the different ways you can do this in ExpensePlus.

Duplicating categories when creating a new fund

You can set up a new fund on the Fund Settings screen. Click 'Add New':

Enter the fund details. At the bottom of the pop-up that appears, in the section titled 'Categories', you can select the second option 'Yes, I'd like to copy the categories of an existing fund'.

A new section will appear with a drop-down menu of existing funds. From this drop-down menu, select the fund you want to copy the categories from.

On the Category Settings screen, you can then edit and customise the categories in this fund.

Duplicating categories when the new fund has already been created

Alternatively, if a fund has already been created, within the Category Settings screen you can copy categories from another fund.

a) First, select the new fund in the drop down menu.

b) Then ensure it currently has no categories. You can delete categories to the right of the category settings screen if no transactions have been coded to this category.

c) Then click the 'Copy Categories From Another Fund' button.

You can then edit and customise the categories in this fund.