How to view budgets after uploading them

Learn how to access and view uploaded budgets with ease and efficiency.

 

To see how to upload your budget in How to add a budget or forecast 

Once your budget is uploaded, you can easily create any number of reports and/or graphs to view it.

In Reports, create a new report (or copy an existing one), then set the Column Config to "Budget by Month (set current as starting month)". 

Alternatively, in Dashboards, select a chart such as Revenue or Operating Costs to see the budget data for the time period and budget of your choosing.

For example, in Reports:

  • Create a new report using the "New Report +" button at the top of the left sidebar.
  • Select P&L or the report type of your choice
  • At the bottom of the left sidebar, select: "Additional config options" button
  • set the Column Config to "Budget by Month (set current as starting month)". 

Hint: Set your monthly budget report to start at 'Current' month, then choose the first month of your Budget year when viewing or saving the report.