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
Robin2026-02-12T22:09:53-05:00
Eric Poulin2026-02-10T21:00:20-05:00
Eric Poulin2026-02-10T20:01:32-05:00
Cloning accounts in budgeting software offers significant advantages, particularly for users managing multiple financial aspects. By replicating account settings, users can streamline their budgeting process, ensuring that similar expenses are tracked consistently without the need for repetitive data entry.
For example, a user can clone an account for monthly subscriptions, allowing them to easily adjust the cloned account as needed for different months. This not only saves time but also helps in maintaining accurate financial records, making it easier to analyze spending trends over time.
To clone an account in CalendarBudget, users can follow a straightforward process designed to simplify account management. First, navigate to the account settings where the desired account is located, then select the option to clone. This action will create a duplicate account with the same settings and transactions.
Once the account is cloned, users can modify the details as necessary, such as changing the account name or adjusting transaction amounts for the new period. This feature is particularly useful for users who wish to plan for upcoming expenses or replicate successful budgeting strategies from previous months.
Cloning accounts can be particularly beneficial for various scenarios in personal finance management. For instance, individuals anticipating life changes, such as moving or starting a new job, can create cloned accounts to forecast their financial needs during these transitions.
Additionally, users who have seasonal expenses, like holiday shopping or annual insurance payments, can clone their accounts to better prepare for these fluctuations. By having a clear view of future financial obligations, users can make informed decisions and maintain control over their budgets.
User feedback plays a crucial role in the development of features like account cloning in CalendarBudget. Many users have expressed their enthusiasm for this feature, highlighting how it would simplify their budgeting process and enhance their financial planning capabilities.
In the community forums, users share their experiences and suggest improvements, showcasing a collaborative approach to feature development. This engagement not only helps the developers understand user needs better but also fosters a sense of community among users who are navigating similar financial journeys.
