Choose ··· → Create Snapshot to save a named copy of the whole budget. Locking the bid and moving to Final create protected snapshots automatically.
Open ··· → Version history (or History in the views) to see every snapshot with its bid and actual totals. For each one you can:
- View it, section by section.
- Restore it. The budget's values go back to the snapshot; purchase orders, payroll and petty cash stay coded to their lines. A restore point of the current state is saved first, so nothing is lost. Restoring needs the bid unlocked.
- Duplicate it into a new budget, leaving the current one unchanged.
History also lists the budget's Activity: who created, renamed, locked, shared, exported or restored it, and when.
Not what you were looking for? Write to hello@actualsbudget.com.