Update your actuals

If your previously created budget, forecast or scenario uses data you’ve imported from Xero, QuickBooks Online, or MS Excel as your data source, under the Select Data Source heading, you can update your actuals at any time:

  1. Go to Customise Data > Settings.
  2. Under the Select Data Source heading, click the Update Actuals From button, select the most recent complete period-end date and then click Import. Note: Please ignore Step 3 and do not click on any ‘Select Data to Use’ radio boxes. This is because you will overwrite all your data, not just your actuals.
  3. Save and Continue to run your report.

Note: You may import actuals up to 24 months prior to the period-end date you select. The period-end date you select for your actuals must be in the past.

Elsewhere in Help Centre:

Import your data
Select which data to use
Customise your budget, forecast and scenario data

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