• How to View a Revised Budget

    Tip: The budget you created at the start of your financial year should have been saved as an original budget by clicking Cashflow > Save Original. Your current working version of your budget (updated during the year) should be titled Main, or given a name that suits you.

    Follow these steps to re-forecast your Main budget:

    Step 1: Check your actual data for the current financial year.

    • On the Cashflow screen, check if it is currently displaying Actual data.
      • If it is not, click on Change View.
      • Select Transactions (Actual Cashflow) and make sure the correct financial year is displayed in the dropdown box.
      • Click the Cashflow button.
      • Cashflow will now display Actual data for the financial year selected.

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    • Check to see that Actual data has been coded correctly. Any changes or corrections need to be made in the Transaction screen.

    Step 2: From the Cashflow screen, select Change View.

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    This will bring up the ‘Cashflow Screen Options’ window.

    Step 3: Select Revision.

    Line One:

    • Check that the correct financial year is shown.
    • Select what time period of your new budget will use Actual data.
    • Select Main as the budget that will be used to provide data for the remaining months.

    Line Two:

    • Select Show Line Two.
    • Select Main as the budget that will be shown.
    • Click Cashflow.

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