Manage budget streams (Financial Statements)

Manage the budget data that is available to view in your financial statements.

User permission: Manage Custom Statements

While the word budget is used throughout this page, it also includes forecasts.

Often you will have multiple budgets, either different year’s budgets or different types of budgets (expected, worst-case, stretch, and so on), as well as forecasts. You can manage these budgets via the Budget menu in Financial Statements. The budgets are then displayed as options in the Budgets menu, allowing you to change the budget data that displays in the statement.

Each budget might be made up of a package of data from a combination of datasets (streams), such as a Profit and Loss statement, Balance Sheet, and statistical dataset that comes from your database. You can select a particular set of datasets to create one budget and then select another set of datasets for another budget. You can use the same dataset in multiple budgets.

1. Get your budget data:

   • If you have the Budgets & Forecast module, you can create a budget and publish it as a stream in the financial database.

   • Manually add a budget file to the financial database. This method requires the use of Designer.

2. Click Budgets > Manage Budgets.

3. In the Manage Budgets window, select a budget from the list on the left (which corresponds to the list in the Budgets menu), then select the datasets you want to apply to that budget.

4. Repeat the above step for the other budgets in the list.

5. (Optional) Add another budget to the list: Click the + Add button, then select the datasets you want to apply to that budget.

6. (Optional) Remove a budget from the list: Select the budget, then click the - Remove button.

7. Click Save.

   

After you link a Profit and Loss statement and Balance Sheet statement to a budget, you will be able to view the Cash Flow budget.