Next User Type: Admin
As an admin, you can copy any budget policy that you have created in your J.P. Morgan Next account. Copied policies retain settings from the original policy. Policy names and budgets where the policy was previously applied are not copied.
Copy policy from a web browser
In the Navigation Menu, select the Policy link
Find the policy you want to copy
Select the Options (three dots) icon
To create a new policy using the selected policy's settings, select the Copy policy option
Enter a name for the policy in the Policy Name field
In the Budgets drop-down menu, select the budgets where the new policy will be applied
To apply the policy to all budgets, select the Select All button
To select specific budgets, search for a budget in the Budgets field and/or select any budgets from the displayed list
In the Pre-spend section, you can view the existing settings copied from the previous policy. To edit settings, select the Edit link
To save the copied policy, select the Save Policy button
The copied policy displays in the Budget Policies page.
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