Why Isn’t the Budget Template I Created Pulling the Line Items I Added?

Products and commissions that are added to your Budget Template as line items only populate when creating a Budget manually.

The following screenshot shows what you will find under the Budgets tab in your account Settings:

Budget - Adding line items to Budget Template

If you use an existing Estimate to populate the line items on your Budget, the line items from your Estimate will overwrite the line items that you added to your Budget Template.

The image below is an example of what you will see at the top of the Budget builder when you are pulling costs from an existing Estimate.