Home›Forums›Feature Wish List›Clone Accounts to New Account
ltdrumThis idea is for future planning. My wife and I went through this a few months back before I started using this software. It would be nice to be able to create a “Clone” of an account with all of the repeating transactions to a new account. This would be great for life change planning (New Job, Moving, Changing job status and other Large changes)
Thank you again for everything you do!!
Eric PoulinThis is on our roadmap for sure.
ltdrumThis is on our roadmap for sure.
Awesome News
Eric Poulin2025-08-26T15:10:29-04:00
Eric Poulin2025-08-26T14:07:06-04:00
Eric Poulin2025-09-24T17:13:19-04:00
Cloning accounts in budgeting software like CalendarBudget allows users to replicate account settings and transactions for future financial planning. This feature is particularly beneficial for users who manage multiple accounts with similar structures, enabling them to streamline their budgeting process.
For example, if a user has a recurring monthly expense for utilities, cloning this account can save time and ensure consistency in budgeting. By simply adjusting the cloned account's amounts as needed, users can efficiently manage their finances without having to recreate each transaction manually.
Cloning accounts can significantly enhance financial planning by providing a clear view of future expenses and income. This feature allows users to visualize their financial landscape over time, making it easier to set goals and track progress.
For instance, users can create a cloned account for each month with anticipated expenses, helping them prepare for upcoming bills. This proactive approach ensures users remain on track with their budgets, making adjustments as necessary to accommodate changes in their financial situation.
User feedback plays a crucial role in the development of features like account cloning. The discussions within the CalendarBudget community highlight the demand for this capability, showcasing how it can meet user needs and improve overall satisfaction with the software.
Many users have expressed their excitement about the potential of this feature, emphasizing its utility in simplifying their budgeting tasks. The ongoing dialogue between users and the CalendarBudget team reflects a commitment to enhancing the user experience based on real-world needs and suggestions.
As part of its commitment to user-driven development, CalendarBudget is actively working on implementing features like account cloning. Keeping users informed about upcoming updates fosters a sense of community and trust, ensuring that the software evolves in line with user expectations.
The roadmap for CalendarBudget includes not only the cloning feature but also other enhancements that aim to improve usability and functionality. Users can look forward to regular updates, ensuring they have access to the latest tools to manage their finances effectively.
