If you've got a budget in your accounting system I'll be happy to use that in your reports, however I can create one for you based on last years actuals. Let me know what you prefer.

  1. Select Report Settings from the left hand menu.

  2. Select the budget you'd like me to use
    Auto-Budget (Last Year Actuals): This is the perfect option if you don't want to get hands on and manage your own budget. I'll automatically calculate a budget based on last years actuals.
    Accounting System Budget: Using your accounting system budget is a bit more hands on and means you'll need to maintain that budget, but with your input I can make your forecast reports more accurate. Select either Xero Overall Budget, MYOB Budget or QuickBooks Budget if you'd like me to use the one in your accounting system.

  3. Click SAVE CHANGES.

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