Copy Settings From an Existing Account
This page is designed to walk you through the process of copying settings data from another account and applying them towards a new one.
1. From within the software go to 'File' > 'Upsize/Copy Account'.
2. Select 'Next' on the Wizard.
3. Next select "..." to browse to the account you want to copy.
4. Copy all settings and transactions you want to move over to the new account and click next.
5. If you want to bring over any transactions, choose the appropriate radio button and select 'Copy Transactions'.
6. Click 'Next' and then 'Finished'.
