Rolling over Account Groups

Step 5 of the Budget Year-End Rollover Guide:

If the District built next year's budget in SchoolFi, the account groups (generally) have been rolled over, or copied, to next year.  If they were not, go to the Financial > Setup > Budget Accounts >Account Groups tab, be sure you're in this year, and then select the account groups you want to roll over, or copy, to next year and click on the Copy to School Year button.  NOTE:  The approval chains that are linked to your account groups will roll over with your account groups.  There is not a separate step to roll the approval chains.

PLEASE NOTE:  if you built the 2026-27 budget in SchoolFi, you may have already copied your Account Groups to next year.  You should review what is set up for 2026-27 and verify this step on the rollover guide to document your review of account groups for 2026-27.

Select the Year that you want to copy the Account Groups to and click on the Copy button. 

When complete ensure you sign off on the rollover tab: