Rolling over your Balance Sheet, Revenue & Expense Accounts

Steps 1 thru 3 of the Budget Year-End Rollover Guide:

Rolling over your Balance Sheer, Revenue or Expense accounts can be done at any time.  To copy your accounts from the current year to next year, go to the Financial  > Setup > Budget Accounts > List tab.  Select the type of account that you want to rollover (Balance, Expense, or Revenue) and click the Search button.  

PLEASE NOTE:  if you built the 2026-27 budget in SchoolFi's Budget Build module, you may have already set up your expense and revenue accounts in 2026-27.  If that is the case, you should review what is already set up for 2026-27, and then you can sign off that step on the rollover guide to document your review of accounts for 2026-27.  No need to rollover if they already exist in 2026-27.

1 - choose the year you want to copy FROM

2 - choose the type of account you want to copy into next year

3 - click Search

4 - check off the accounts you wish to copy to next year

5 - click the Copy Checked button

• Select the year that you want to copy the accounts TO, review all available options, make your selection(s) and click the Copy button.

You can repeat these steps for the other two types of accounts and when complete, ensure you verify each step on the rollover tab: