All Budgets

The All Budgets page lists every budget in your organization. Open it from Budget > All Budgets in the sidebar, or go to All budgets . Click a budget to open it in the Budget Editor.

What the list shows

Each row shows one budget. Active budgets are at the top of the list.

• Budget: the budget name.
• Period: the first and last month of the budget.
• Categories and Line items: how many the budget contains.
• Versions: how many versions of the plan the budget has.
• Created: the date the budget was created.
• Status: Active or Draft.
• Actions: the menu with Duplicate, Set Active or Set Draft, and Delete. Only administrators see this menu.

Administrators see every budget. Other members see only the budgets that contain at least one category they can access. Learn more in Budget Access Control.

Open a version

A budget can have several versions of its plan, for example the live plan and a reforecast.

1. Click the arrow at the start of the budget row.
2. Click the version you want to open.

The Active badge marks the version your organization works from. Etropo opens the version you clicked in the Budget Editor.

Create or import a budget

Administrators create budgets with the Create budget button at the top of the page. It opens the budget creator, where you build a new budget step by step or import a spreadsheet.

Unfinished budget setup

When you leave the creator before you click Create budget, the Unfinished budget setup card shows where you stopped. Click Resume to continue, or Discard to delete the draft. Learn more in Drafts.

Set a budget active or draft

Only one budget in your organization can be active at a time. Use Active for the budget your team tracks spend in. Use Draft for budgets you plan or keep for reference.

1. Click the ⋯ menu in the Actions column.
2. Click Set Active or Set Draft.

If another budget is already active, Etropo shows the message “Another budget is already active. Please set it to draft first.” Set that budget to Draft, then repeat the steps.

Duplicate a budget

Duplicate a budget to start the next year from the same structure. For a reforecast or a scenario of the same budget, create a version instead.

1. Click the ⋯ menu in the Actions column, then Duplicate.
2. Enter a Budget Name. Etropo proposes the source name with “(Copy)”.
3. Set the Start Date and End Date of the new budget.
4. Keep Copy planned amounts selected to copy the planned amounts.
5. Select Copy actual amounts (if any) to also copy the actuals.
6. Click Duplicate Budget.

Etropo creates the new budget with the status Draft and opens it.

What the copy contains

• All categories, including master categories.
• All line items, with their custom properties and cost center assignments.
• Planned amounts and actuals, if you selected them.
• One version, copied from the active version of the source budget.

What the copy does not contain

• Integration mappings, for example Google Ads or LinkedIn Ads connections.
• Cell locks. Copied actuals are plain values that you can edit.
• Category access for other members. Only you have access to the new budget. Grant access again in Budget Access Control.

Delete a budget

Only administrators can delete a budget. Deletion is permanent and removes all versions, line items, planned amounts and actuals of the budget.

1. Click the ⋯ menu in the Actions column, then Delete.
2. Click Delete in the Delete Budget dialog.

For additional help you can reach out to our support team at: help@etropo.com