Update your actuals or budget

If your previously created budget, forecast or scenario uses imported data you’ve imported from Xero, QuickBooks Online, MYOB AccountRight Live or MS Excel as your data source, you can update your actuals or budget from within the Customise Data screen using the Update Data From button found in the upper right-hand corner of the Customise Data screen.

Note: If you choose to update budgets, your existing budget values in Spotlight are overwritten. You should only update budgets if you want to replace the budget values currently held.

  1. Within your forecast, click the Update Data From button.

    Xero Update Data From

  2. Select the check box for Actuals, Budget, or both, then enter the required date ranges.

    Note: The period-end date you select for your actuals must be in the past.

  3. To update the information, click Import.
  4. Once the import completes, click Save and Continue.

 

Elsewhere in Help Centre:

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

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