> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Copy Budget

> Create a new budget by copying an existing budget template using the Budget Template Copy Wizard.

Copy Budget provides a wizard for creating a new budget record by copying the structure of an existing budget template. Route: `/fa/budgets/copy`

## Overview

The page renders `BudgetTemplateCopyWizard` with `organizationId`. On completion (`onComplete`) the wizard navigates to the newly created budget's detail page at `/fa/budgets/:budgetId`. On back navigation the user is returned to `/fa/budgets`.

Page header: "Copy Budget Template — Create a new budget from an existing template."

## Who it's for

Access follows your organization's role and module configuration. ## Before you start

* At least one budget template must exist.
* The current organization must be set.

## Steps

<Steps>
  <Step title="Navigate to Copy Budget">
    Go to `/fa/budgets/copy`.
  </Step>

  <Step title="Complete the copy wizard">
    Follow the `BudgetTemplateCopyWizard` steps to select a source template and configure the new budget.
  </Step>

  <Step title="Confirm">
    On completion, navigate to the new budget's detail page.
  </Step>
</Steps>

## Key concepts

* **`BudgetTemplateCopyWizard`** — Component managing the copy flow; calls `onComplete(budgetId)` on success.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/BudgetCopyPage.tsx
  * src/cores/fa/components/BudgetTemplateCopyWizard.tsx
</Accordion>