Completed

:speech_balloon:

Add ability to copy an income/expense/asset entry to another existing financial plan (timesaving, reduce errors)

I didn’t see a way to do this currently.

Example, you have a several different plan scenarios already created. Now you want to add a new income/expense/asset/etc - let’s say you decide you want to simulate adding a new dependent. You want to see how this affects all of your existing financial plans. Currently you have to manually add this dependent to each financial plan independently.

There already exists a “duplicate” button on the edit page for an entry, but it only allows duplication within the current plan. This button could bring up a list of your financial plans, and you select all of the plans you want to copy the entry to.

11 votes

Tagged as Suggestion

Suggested 11 February 2022 by user Jason

Moved into Completed 25 June 2022