diff --git a/client/src/components/shared/CopyTripDialog.tsx b/client/src/components/shared/CopyTripDialog.tsx
new file mode 100644
index 00000000..efea7afb
--- /dev/null
+++ b/client/src/components/shared/CopyTripDialog.tsx
@@ -0,0 +1,108 @@
+import React, { useEffect, useCallback } from 'react'
+import { Check, X } from 'lucide-react'
+import { useTranslation } from '../../i18n'
+
+interface CopyTripDialogProps {
+  isOpen: boolean
+  tripTitle: string
+  onClose: () => void
+  onConfirm: () => void
+}
+
+const WILL_COPY_KEYS = [
+  'dashboard.confirm.copy.will1',
+  'dashboard.confirm.copy.will2',
+  'dashboard.confirm.copy.will3',
+  'dashboard.confirm.copy.will4',
+  'dashboard.confirm.copy.will5',
+  'dashboard.confirm.copy.will6',
+]
+
+const WONT_COPY_KEYS = [
+  'dashboard.confirm.copy.wont1',
+  'dashboard.confirm.copy.wont2',
+  'dashboard.confirm.copy.wont3',
+  'dashboard.confirm.copy.wont4',
+]
+
+export default function CopyTripDialog({ isOpen, tripTitle, onClose, onConfirm }: CopyTripDialogProps) {
+  const { t } = useTranslation()
+
+  const handleEsc = useCallback((e: KeyboardEvent) => {
+    if (e.key === 'Escape') onClose()
+  }, [onClose])
+
+  useEffect(() => {
+    if (isOpen) document.addEventListener('keydown', handleEsc)
+    return () => document.removeEventListener('keydown', handleEsc)
+  }, [isOpen, handleEsc])
+
+  if (!isOpen) return null
+
+  return (
+    <div
+      className="fixed inset-0 z-[10000] flex items-center justify-center px-4 trek-backdrop-enter"
+      style={{ backgroundColor: 'rgba(15, 23, 42, 0.5)' }}
+      onClick={onClose}
+    >
+      <div
+        className="trek-modal-enter rounded-2xl shadow-2xl w-full max-w-md p-6"
+        style={{ background: 'var(--bg-card)' }}
+        onClick={e => e.stopPropagation()}
+      >
+        <h3 className="text-base font-semibold mb-1" style={{ color: 'var(--text-primary)' }}>
+          {t('dashboard.confirm.copy.title')}
+        </h3>
+        <p className="text-sm mb-4" style={{ color: 'var(--text-secondary)' }}>
+          {tripTitle}
+        </p>
+
+        <div className="flex flex-col gap-3">
+          <div className="rounded-xl p-3" style={{ background: 'var(--bg-subtle)', border: '1px solid var(--border-secondary)' }}>
+            <p className="text-xs font-semibold uppercase tracking-wide mb-2" style={{ color: '#16a34a' }}>
+              {t('dashboard.confirm.copy.willCopy')}
+            </p>
+            <ul className="flex flex-col gap-1">
+              {WILL_COPY_KEYS.map(key => (
+                <li key={key} className="flex items-center gap-2 text-sm" style={{ color: 'var(--text-secondary)' }}>
+                  <Check size={13} className="flex-shrink-0" style={{ color: '#16a34a' }} />
+                  {t(key)}
+                </li>
+              ))}
+            </ul>
+          </div>
+
+          <div className="rounded-xl p-3" style={{ background: 'var(--bg-subtle)', border: '1px solid var(--border-secondary)' }}>
+            <p className="text-xs font-semibold uppercase tracking-wide mb-2" style={{ color: 'var(--text-muted)' }}>
+              {t('dashboard.confirm.copy.wontCopy')}
+            </p>
+            <ul className="flex flex-col gap-1">
+              {WONT_COPY_KEYS.map(key => (
+                <li key={key} className="flex items-center gap-2 text-sm" style={{ color: 'var(--text-secondary)' }}>
+                  <X size={13} className="flex-shrink-0" style={{ color: 'var(--text-muted)' }} />
+                  {t(key)}
+                </li>
+              ))}
+            </ul>
+          </div>
+        </div>
+
+        <div className="flex justify-end gap-3 mt-5">
+          <button
+            onClick={onClose}
+            className="px-4 py-2 text-sm font-medium rounded-lg transition-colors"
+            style={{ color: 'var(--text-secondary)', border: '1px solid var(--border-secondary)' }}
+          >
+            {t('common.cancel')}
+          </button>
+          <button
+            onClick={() => { onConfirm(); onClose() }}
+            className="px-4 py-2 text-sm font-medium rounded-lg transition-colors text-white bg-blue-600 hover:bg-blue-700"
+          >
+            {t('dashboard.confirm.copy.confirm')}
+          </button>
+        </div>
+      </div>
+    </div>
+  )
+}
diff --git a/client/src/i18n/translations/en.ts b/client/src/i18n/translations/en.ts
index e444d957..a50ffcc3 100644
--- a/client/src/i18n/translations/en.ts
+++ b/client/src/i18n/translations/en.ts
@@ -122,6 +122,20 @@ const en: Record<string, string | { name: string; category: string }[]> = {
   'dashboard.toast.copied': 'Trip copied!',
   'dashboard.toast.copyError': 'Failed to copy trip',
   'dashboard.confirm.delete': 'Delete trip "{title}"? All places and plans will be permanently deleted.',
+  'dashboard.confirm.copy.title': 'Copy this trip?',
+  'dashboard.confirm.copy.willCopy': 'Will be copied',
+  'dashboard.confirm.copy.will1': 'Days, places & day assignments',
+  'dashboard.confirm.copy.will2': 'Accommodations & reservations',
+  'dashboard.confirm.copy.will3': 'Budget items & category order',
+  'dashboard.confirm.copy.will4': 'Packing lists (unchecked)',
+  'dashboard.confirm.copy.will5': 'TODOs (unassigned & unchecked)',
+  'dashboard.confirm.copy.will6': 'Day notes',
+  'dashboard.confirm.copy.wontCopy': "Won't be copied",
+  'dashboard.confirm.copy.wont1': 'Collaborators & member assignments',
+  'dashboard.confirm.copy.wont2': 'Collab notes, polls & messages',
+  'dashboard.confirm.copy.wont3': 'Files & photos',
+  'dashboard.confirm.copy.wont4': 'Share tokens',
+  'dashboard.confirm.copy.confirm': 'Copy trip',
   'dashboard.editTrip': 'Edit Trip',
   'dashboard.createTrip': 'Create New Trip',
   'dashboard.tripTitle': 'Title',
diff --git a/client/src/pages/DashboardPage.test.tsx b/client/src/pages/DashboardPage.test.tsx
index 4aac3121..2a3530ee 100644
--- a/client/src/pages/DashboardPage.test.tsx
+++ b/client/src/pages/DashboardPage.test.tsx
@@ -401,6 +401,10 @@ describe('DashboardPage', () => {
       const copyButtons = screen.getAllByRole('button', { name: /copy/i });
       await user.click(copyButtons[0]);
 
+      // Confirm the copy dialog
+      const confirmButton = await screen.findByRole('button', { name: /copy trip/i });
+      await user.click(confirmButton);
+
       await waitFor(() => {
         expect(screen.getAllByText('Paris Adventure (Copy)')[0]).toBeInTheDocument();
       });
@@ -766,6 +770,10 @@ describe('DashboardPage', () => {
       expect(copyButtons.length).toBeGreaterThan(0);
       await user.click(copyButtons[0]);
 
+      // Confirm the copy dialog
+      const confirmButton = await screen.findByRole('button', { name: /copy trip/i });
+      await user.click(confirmButton);
+
       await waitFor(() => {
         expect(screen.getAllByText('Paris Adventure (Copy)').length).toBeGreaterThan(0);
       });
diff --git a/client/src/pages/DashboardPage.tsx b/client/src/pages/DashboardPage.tsx
index 321ba3ef..c3e4fa85 100644
--- a/client/src/pages/DashboardPage.tsx
+++ b/client/src/pages/DashboardPage.tsx
@@ -12,6 +12,7 @@ import CurrencyWidget from '../components/Dashboard/CurrencyWidget'
 import TimezoneWidget from '../components/Dashboard/TimezoneWidget'
 import TripFormModal from '../components/Trips/TripFormModal'
 import ConfirmDialog from '../components/shared/ConfirmDialog'
+import CopyTripDialog from '../components/shared/CopyTripDialog'
 import { useToast } from '../components/shared/Toast'
 import { useCountUp } from '../hooks/useCountUp'
 import {
@@ -699,6 +700,7 @@ export default function DashboardPage(): React.ReactElement {
   const [showWidgetSettings, setShowWidgetSettings] = useState<boolean | 'mobile' | 'mobile-currency' | 'mobile-timezone'>(false)
   const [viewMode, setViewMode] = useState<'grid' | 'list'>(() => (localStorage.getItem('trek_dashboard_view') as 'grid' | 'list') || 'grid')
   const [deleteTrip, setDeleteTrip] = useState<DashboardTrip | null>(null)
+  const [copyTrip, setCopyTrip] = useState<DashboardTrip | null>(null)
 
   const toggleViewMode = () => {
     setViewMode(prev => {
@@ -815,14 +817,18 @@ export default function DashboardPage(): React.ReactElement {
     setArchivedTrips(prev => prev.map(update))
   }
 
-  const handleCopy = async (trip: DashboardTrip) => {
+  const handleCopy = (trip: DashboardTrip) => setCopyTrip(trip)
+
+  const confirmCopy = async () => {
+    if (!copyTrip) return
     try {
-      const data = await tripsApi.copy(trip.id, { title: `${trip.title} (${t('dashboard.copySuffix')})` })
+      const data = await tripsApi.copy(copyTrip.id, { title: `${copyTrip.title} (${t('dashboard.copySuffix')})` })
       setTrips(prev => sortTrips([data.trip, ...prev]))
       toast.success(t('dashboard.toast.copied'))
     } catch {
       toast.error(t('dashboard.toast.copyError'))
     }
+    setCopyTrip(null)
   }
 
   const today = new Date().toISOString().split('T')[0]
@@ -1205,6 +1211,13 @@ export default function DashboardPage(): React.ReactElement {
         message={t('dashboard.confirm.delete', { title: deleteTrip?.title || '' })}
       />
 
+      <CopyTripDialog
+        isOpen={!!copyTrip}
+        tripTitle={copyTrip?.title || ''}
+        onClose={() => setCopyTrip(null)}
+        onConfirm={confirmCopy}
+      />
+
       <style>{`
         @keyframes pulse {
           0%, 100% { opacity: 1 }
diff --git a/server/src/services/tripService.ts b/server/src/services/tripService.ts
index c7573550..1f129d2e 100644
--- a/server/src/services/tripService.ts
+++ b/server/src/services/tripService.ts
@@ -681,6 +681,24 @@ export function copyTripById(sourceTripId: string | number, newOwnerId: number,
       if (newDayId) insertNote.run(newDayId, newTripId, n.text, n.time, n.icon, n.sort_order);
     }
 
+    const oldTodos = db.prepare('SELECT * FROM todo_items WHERE trip_id = ?').all(sourceTripId) as any[];
+    const insertTodo = db.prepare(`
+      INSERT INTO todo_items (trip_id, name, checked, category, sort_order, due_date, description, assigned_user_id, priority)
+      VALUES (?, ?, 0, ?, ?, ?, ?, NULL, ?)
+    `);
+    for (const t of oldTodos) {
+      insertTodo.run(newTripId, t.name, t.category, t.sort_order, t.due_date, t.description, t.priority);
+    }
+
+    const oldCategoryOrder = db.prepare('SELECT category, sort_order FROM budget_category_order WHERE trip_id = ?').all(sourceTripId) as any[];
+    const insertCategoryOrder = db.prepare(`
+      INSERT INTO budget_category_order (trip_id, category, sort_order)
+      VALUES (?, ?, ?)
+    `);
+    for (const o of oldCategoryOrder) {
+      insertCategoryOrder.run(newTripId, o.category, o.sort_order);
+    }
+
     return Number(newTripId);
   });
 
diff --git a/server/tests/integration/trips.test.ts b/server/tests/integration/trips.test.ts
index f24fe9f1..f24905b1 100644
--- a/server/tests/integration/trips.test.ts
+++ b/server/tests/integration/trips.test.ts
@@ -950,6 +950,52 @@ describe('Copy trip with data', () => {
     expect(newNotes).toHaveLength(1);
     expect(newNotes[0].text).toBe('Pack early!');
   });
+
+  it('TRIP-027 — copy preserves todos (unchecked, unassigned) and budget category order', async () => {
+    const { user } = createUser(testDb);
+    const trip = createTrip(testDb, user.id, { title: 'Todo Trip' });
+
+    // Two todos: one checked and assigned — both should arrive unchecked and unassigned
+    testDb.prepare(
+      'INSERT INTO todo_items (trip_id, name, checked, category, sort_order, due_date, description, priority) VALUES (?, ?, ?, ?, ?, ?, ?, ?)'
+    ).run(trip.id, 'Buy tickets', 0, 'Transport', 0, '2026-06-01', 'Check Ryanair', 1);
+    testDb.prepare(
+      'INSERT INTO todo_items (trip_id, name, checked, category, sort_order, assigned_user_id, priority) VALUES (?, ?, ?, ?, ?, ?, ?)'
+    ).run(trip.id, 'Book hotel', 1, 'Accommodation', 1, user.id, 0);
+
+    // Two budget category order rows
+    const insOrder = testDb.prepare('INSERT INTO budget_category_order (trip_id, category, sort_order) VALUES (?, ?, ?)');
+    insOrder.run(trip.id, 'Transport', 0);
+    insOrder.run(trip.id, 'Accommodation', 1);
+
+    const res = await request(app)
+      .post(`/api/trips/${trip.id}/copy`)
+      .set('Cookie', authCookie(user.id))
+      .send({ title: 'Todo Trip (Copy)' });
+
+    expect(res.status).toBe(201);
+    const newId = res.body.trip.id;
+
+    // Todos copied with checked reset and assigned_user_id nulled
+    const newTodos = testDb.prepare('SELECT * FROM todo_items WHERE trip_id = ? ORDER BY sort_order').all(newId) as any[];
+    expect(newTodos).toHaveLength(2);
+    expect(newTodos[0].name).toBe('Buy tickets');
+    expect(newTodos[0].category).toBe('Transport');
+    expect(newTodos[0].checked).toBe(0);
+    expect(newTodos[0].assigned_user_id).toBeNull();
+    expect(newTodos[0].due_date).toBe('2026-06-01');
+    expect(newTodos[0].description).toBe('Check Ryanair');
+    expect(newTodos[0].priority).toBe(1);
+    expect(newTodos[1].name).toBe('Book hotel');
+    expect(newTodos[1].checked).toBe(0);
+    expect(newTodos[1].assigned_user_id).toBeNull();
+
+    // Budget category order copied
+    const newOrder = testDb.prepare('SELECT category, sort_order FROM budget_category_order WHERE trip_id = ? ORDER BY sort_order').all(newId) as any[];
+    expect(newOrder).toHaveLength(2);
+    expect(newOrder[0]).toMatchObject({ category: 'Transport', sort_order: 0 });
+    expect(newOrder[1]).toMatchObject({ category: 'Accommodation', sort_order: 1 });
+  });
 });
 
 // ─────────────────────────────────────────────────────────────────────────────