Budgets and forecasts are managed at "Financials"> "Budget"> "Manage budget". Click on "New budget"
Select the business unit, budget year and budget type and proceed by clicking "Next".
Then, set the name, description, comments, and labels and select whether the budget/forecast is active. Proceed by clicking "Save."
Open the budget template in Excel or Google Sheets*.
Enter values in the cells, but do not link to another document or enter values in the summaries.
Go to Financials > Budget > Manage budget and click "Upload Budget" if you are working in Excel. Otherwise, select the "Google Sheets" tab and sync the file by clicking the two spinning arrows.
You have uploaded a budget that Boardeaser automatically matches against monthly outcomes and accumulates for the fiscal year.