Setting up a fund and cloning / duplicating categories

When adding a new fund to ExpensePlus, you have the option to 'clone' or duplicate categories from another existing fund.  This allows you to copy an existing category structure and then edit it for fine-tuning and customization. 

You can set up a new fund on the Fund Settings screen.

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

First, select the fund in question. Then ensure it has no categories (you can delete categories to the right of the category settings screen if no transactions have been caded to this category).

Then click the 'Copy Categories' button that will appear at the top of the screen.

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