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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.
- On the Cashflow screen, check if it is currently displaying Actual data.