Choose the source carefully
The source is selected automatically. The portal chooses the highest fiscal year earlier than the target budget’s year; if several budgets share that year, it uses the most recently updated one. This can be a Draft, Pending Approval, Approved or Archived budget. It is not limited to the immediately preceding calendar year or to approved plans. There is no source-budget picker in this dialog. If the displayed source is not the plan you want, cancel. Consider an Excel import or the duplicate workflow instead. MSP example: choose Import from previous year. Available sources depend on access and integrations.Import recurring services
1
Prepare the target budget
Select the company and create or open an editable budget. Check Fiscal Year and Currency in Budget Details before opening Import.
2
Open the earlier-year import
Choose Import > Import from previous year. Read the source budget title and year at the top of the dialog.
3
Review the selected services
Available new recurring services start selected. Clear any you do not want, or use Select all. One-time lines are excluded. A description already present in the target is marked Already in budget and cannot be selected again.Review every service, including costs that may have been rejected in the source budget. Copying a row is not evidence that it should be funded again.
4
Import and adjust the proposed rows
Choose Import … services. Review the new rows in the builder. They start with line status Pending, even if their source status was different.Check quantity, price, category, notes, recurrence, Start month and term. The target currency is applied without converting the numeric prices. Reconnect any Planner, goal or product associations you still need.
5
Save and review the schedule
Choose the header Save, wait for confirmation, reload the saved budget, and check Monthly Breakdown. Importing does not save the target or alter the source.
What carries forward?
If the chosen source has no recurring services, the dialog stays empty. It does not continue searching through older budgets for a different source. A cost whose description says subscription can still be excluded if its stored recurrence is One-time.
Troubleshooting
Frequently asked questions
Where do I carry recurring services into next year's budget?
Where do I carry recurring services into next year's budget?
Open the target company budget, set its fiscal year, and choose Import > Import from previous year. Review the source and selected services, import, then Save.
Which earlier budget will the portal use?
Which earlier budget will the portal use?
It uses the highest fiscal year earlier than the target. Within that year, it chooses the most recently updated budget, regardless of its overall status.
Can I choose a specific source budget in this dialog?
Can I choose a specific source budget in this dialog?
No. Check the automatically displayed source. Cancel and use an Excel import or duplicate workflow when you need a different plan.
Why is my subscription missing from the import?
Why is my subscription missing from the import?
Check its stored recurrence in the selected source. One-time lines are excluded even if the description calls them subscriptions. Also check the company and source year.
Will rejected services be excluded automatically?
Will rejected services be excluded automatically?
No. The source’s recurring rows are not filtered by line approval status. Imported rows start Pending, so review every selected cost again.
Will Planner links and monthly overrides carry forward?
Will Planner links and monthly overrides carry forward?
No. The import copies recurring cost fields and billing settings, but not source links or monthly overrides. Review and add what the target plan needs.
Does this update the earlier budget?
Does this update the earlier budget?
No. It adds proposed rows to the target editor. Save persists the target; the earlier source is unchanged.
Does the import skip existing services?
Does the import skip existing services?
A description already present in the target is disabled as Already in budget. This is a description check, not a comparison of prices or product identities; review the full selection for duplicate costs.