# Refresh a workbook {% hint style="info" %} User permission: Budgets & Forecasts {% endhint %} Refreshing a budget or forecast workbook is useful when you have already tried a browser refresh, but still do not see the expected results - the issue is usually because the cache has not been refreshed. You might need to refresh the workbook if there is a change in the underlying database, such as a change in user permissions. It is also required when you are using one database as a driver in another. For example, if you have a Sales budget published to a stream that is used to create a Financial budget, when you edit the sales values and republish the budget, the values might not automatically update in the Financial budget. If you refresh the page and the updates still do not flow through, you can use the **Refresh workbook** option to clear the cache data and reload the page. Click the **Budget** (or **Forecast**) menu and select **Refresh workbook**. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.phocassoftware.com/budgets-and-forecasts/contributor/refresh-a-workbook.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.