This page is designed to walk you through the process of copying settings data from another account and applying them towards a new one.
First -- Create a new account/database: File >New Account >Create an account... go through the wizard, enter a new Name... continue until Finished. The software will take you to that new database.
1. From within that new account/database, go to 'File' > 'Upsize/Copy Account'.
2. Select 'Next' on the Wizard.
3. Next select "..." to browse to the account you want to copy from.
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'.
