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.

• 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.

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.