Version control lets you save snapshots of your model when you want to lock budgets and forecasts. Once saved, versions are available for analysis in charts and reports. Use them to track budget vs. actuals or how your forecasts evolved over time.
How versioning works
You work in one master model continuously. That live, editable version is your Latest forecast, and it holds the most current view at all times. When you reach a milestone worth preserving, a finalized budget or a new forecast, you save a snapshot. The snapshot locks that state so you can reference it later, while you carry on working in the master model.
There is one source of truth that keeps moving forward, and a trail of locked snapshots behind it that you can always compare against.
Save a version
The version selector sits in the top left sidebar, showing the active version (Latest forecast by default). Open the dropdown to see every saved version.
Two versions always exist:
- Initial version: a snapshot of the model at creation.
- Latest forecast: the open, editable version. This is your master model. Every change you make lives here until you save a snapshot.
To save a snapshot, press + next to the selector title. Name the version and confirm. It appears in the list immediately as a locked version. Name versions with both an identity and a time reference, like “2026 budget” or “3+9 Forecast”. Clear names keep the list easy to navigate as it grows.
Saved versions are locked. They cannot be edited or deleted after saving. The one exception is actuals: if new entries are booked to mapped accounts for months prior to the forecast start date, those actuals update in saved versions automatically.
Editing and archiving saved versions are on the Francis roadmap.
Open a saved version
Click any version in the list to open it and see its numbers. You’ll be in view mode, since locked versions cannot be edited. To return to your master model, switch back to Latest forecast in the selector.
Reference versions in charts and reports
You can reference any saved version in charts and tables, for both analysis and reporting. Common uses are comparing budget vs. actuals in a table, or visualizing budgets and forecasts side by side in a chart.
To add a version, open the Sources dropdown in any chart or table. Saved versions appear there alongside the built-in sources (latest forecast, actuals, prior year).
Access
All roles can view the version list and saved versions. It is not possible to restrict access to specific versions or share individual versions with specific users.
See in action
See versions in practice in the Management report masterclass. 
