> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Save a plan as a Snapshot

> Keep a version of your plan, such as the budget your board approved: take a Snapshot of Main or a Scenario as it is today, or as it was at an earlier change, so later edits and data syncs do not change it.

Take a Snapshot when you need to keep a plan exactly as it was, such as the budget the board approved or the forecast you sent investors. Later changes to the plan and integration syncs stop flowing into the Snapshot, so you can compare against it months from now. You can still edit a Snapshot by hand, so treat it as a copy your team agrees not to change. To understand what a Snapshot keeps and what it does not, see [Scenarios, Snapshots, and version history](/concepts/scenarios.md).

**Ask Ari**

Name the Scenario to preserve and, if you like, the Snapshot's name:

> Take a Snapshot of Main called Board-approved budget, October 2026.

**By hand**

**1. Open the Scenario to preserve**

In the sidebar's Scenario picker, select Main or the Scenario you want to keep.

**2. Take the Snapshot**

Open the Scenario picker again and select **Take snapshot**.

**3. Name it and save**

The **Take snapshot** dialog suggests a name such as **Main Scenario snapshot**. Change it under **Snapshot name** if you like, and select **Create snapshot**.

## Snapshot an earlier version

To keep a Scenario as it was before some later changes, such as last month's forecast, take the Snapshot from its history:

1. Open **Version history** from the clock icon in the Page header.
2. Point at the entry you want to pin, select its **…** actions button, and choose **Take snapshot here**.
3. Name the Snapshot and select **Create snapshot**.

Taking a Snapshot needs permission to create Scenarios. It is not offered on a phone, or while you are viewing a Snapshot.

## Related

* [Compare Scenarios side by side](/guides/compare-scenarios.md), to compare today's plan with a Snapshot.
* [Scenario and version history controls](/reference/scenarios-and-history.md)


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