Prepare Next Year’s Budget
Copy from the previous year
If your budget is mostly the same year to year, the fastest approach is to copy it forward:
- Go to Budgets
- Click Copy from previous year
- All budget items — including their groups, pre-approvers, and amounts — are duplicated into the new fiscal year and linked via Continued From
After copying, review the new items and adjust any amounts that have changed.
Import a fresh budget
If your budget has significant changes, start from a new CSV instead. See Setting Up Your Budget for the import steps.
Update Roles
Roles persist across fiscal years — you don’t need to recreate them.
- If a role uses a dedicated email (e.g., treasurer@yourorg.com), no changes are needed. The new person signs in with that email, answers “No, I’m new to this role,” and sets up their own name and signature.
- If a role uses a personal email, update the email address on the role to the incoming person’s address. Someone stepping down can also do this themselves: the retirement questions ask what address their successor will use.
See Managing Roles and Permissions for the questions each person is asked.
Set Up Reminders
A fiscal year transition is a good time to set up reminders for the new year’s recurring tasks — reconciling accounts, filing tax forms, preparing audits, and so on.
Reminders also serve as documentation for future volunteers. When someone new takes over a role, they’ll see the same list of scheduled tasks with instructions on how to complete each one.
See Reminders & Recurring Tasks for setup steps and suggested templates.