Budget Manager - Use last years actuals
Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR
9
votes
Marshall Taylor
shared this idea
Hiya team, we totally get wanting more efficiency in setting up a new year budget quickly. We've launched our new Analytics Budgets which is currently in early access, and this lets you populate a budget from the last 12 months of actuals, month by month, or repeat the previous month’s actuals across the budget period.
One thing to note is that budgets created from actuals remain dynamic as the underlying actuals change, so that behaviour is worth keeping in mind when setting one up. Thanks you for your interest and sharing of your needs with us here.