Select which data to use
When you use an imported data source in your budget or forecast, you can choose which data to use for your budget values:
- In the Select Data Source section, select the imported data source.
- In the Select Data to Use section, select from the options displayed:
- Imported budget - Use the budget imported from the accounting system or Excel.
- Last year’s budget - Copy the budget from the previous year into the equivalent months of the current year.
- Last year’s actuals - Copy the actuals from the previous year into the equivalent months of the current year.
Please note that if your budget or forecast extends beyond the point to which the above data is available, once you've created your budget or forecast you will need to use the adjustment options to copy the data into the later months.
Elsewhere in the Help Centre:
Select a data source
Update your actuals
Customise your budget, forecast and scenario data