How-to guides
Automatically update budget on a rolling basis
We see that top performing companies work with and compare three budgets:
  1. 1.
    a “baseline" budget put in place start of the year, to keep ourselves accountable
  2. 2.
    the actual performance for past months, to see how we are really doing
  3. 3.
    a “rolling” budget updated every month that includes actuals and reforecasts, to estimate where we will end up based on the latest information
Francis pulls in your accounting data to automatically estimate your actuals, and you can also have formulas automatically reforecast on a monthly basis. See how it’s done below.
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