Can I convert an Estimate into a Budget?

Save time by directly converting an Estimate into a Budget.

Once you have created an Estimate:

  • Click on the 3 dots either to the right of the Estimate under the Financials tab, or in the top-right of the window when viewing the Estimate
  • Hover over "Convert to" in the drop-down menu
  • Select Budget

Budgets - How to convert from an Estimate

A new Budget will be created from the existing Estimate, complete with the line items you added to your Estimate.
Any additional line items will need to be manually entered. Changes made to the Budget won't automatically update to the Estimate and changes to the Estimate won't automatically update your Budget.

Sample Budget

Budget - Sample