Notifications
Clear all

Family Plan - Copy or Import Data From Existing Plan to New Plan

6 Posts
4 Users
2 Reactions
193 Views
(@mikey5)
New Member
Joined: 3 years ago
Posts: 2
Topic starter  

Hello Everyone,

I'm using the family plan.

Can anyone please let me know if there is a way to copy or import the data from an existing plan to a new plan?

I tried using the "Adopt" feature (can't be adopted since I am already the owner of the original), creating and restoring a backup (can't restore to a different plan code), as well as just a copy of scenario inputs (can't copy outside of the active plan).

I'm just being lazy and trying to avoid manually re-inputting everything into a new plan.

Thanks in advance for any insight/guidance you can provide!

Mike



   
Steve C reacted
ReplyQuote
(@cstone)
Site Admin Admin
Joined: 4 years ago
Posts: 192
 

@mikey5 Hi, there are a couple of ways to do this using the Duplicate or Backup/Restore features. I have emailed you with more detailed instructions.



   
ReplyQuote
(@mikey5)
New Member
Joined: 3 years ago
Posts: 2
Topic starter  

Thank you Charlie - much appreciated!



   
ReplyQuote
(@mpansini99gmail-com)
New Member
Joined: 6 months ago
Posts: 1
 

@cstone Charlie - I am having the same exact issue as the previous poster (Mike Reese). Could you also share those same detailed instructions with me? Best Regards,

Mike P



   
ReplyQuote
(@stevex52)
New Member
Joined: 3 years ago
Posts: 2
 

@cstone Charlie: I am interested in those instructions as well. Please send them to me when you get a chance. Thanks.



   
ReplyQuote
(@cstone)
Site Admin Admin
Joined: 4 years ago
Posts: 192
 

For others reading this, the Manage My Data > Duplicate Plan feature is now available to Family Plan subscribers. This makes a new copy of an existing plan with a click of the 'Duplicate Plan' button.



   
Steve C reacted
ReplyQuote
Share: