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The options selected you select in the Current and Budgets menus determine the datasets that are used to populate Current and Budget columns in the statement grid. You can change the data that displays in these columns, which coupled with the ability to change the period, allows you to determine the exact data that displays in the grid.

Change the current dataset

By default, the Current column displays the default latest-period-actuals but you can change this. For example, if you want to view you might want to view one budget stream here and another in the Budget column, so you . You can then apply different date ranges (periods) to each column.

Click Current, then select the checkbox of the dataset you want to view. The statement grid updates automatically.

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Proceed to Then, if required, change the period for the Current column , if required(see below).

Change the budget dataset

By default, the Budget column in the statement grid displays the first budget /forecast that appears in your list of available budgets (see Manage budgets below). You * but you can display an alternate budget/forecast in the statement gridalternative. For example, you might want to toggle between your current and stretch budgets, or your budget and forecast.

Click Budgets, then clear the checkbox of the budget /forecast that is currently selected and select the checkbox of the budget /forecast you want to view. The statement grid updates automatically.

View multiple budgets

You Then, if required, change the period for the Budget column (see below).

Rather than view each budget one-by-one, you can view multiple budgets /forecasts at the same time. For example, you might want to view your current and stretch budgets, or your budget and forecast, side-by-side.

Click Budgets, then select the checkboxes of the budgets /forecasts you want to view. The statement grid updates automatically, and new New columns are added to the statement grid for the additional budgets/forecasts , for the same period (date range).

Change the period that applies to the Current or Budget column

If you want to compare budgets under for different periods, you can change the dataset that displays in the Current column (see above) to be a budget, then apply a custom period to that column.

For example, if you are reviewing your budget for the next year, you can set your current period to be that budget, then set comparative periods to be current year budget, and current year actuals, to understand variances.

Manage budgets

A budget is made up of data from more than one dataset (stream), such as a Profit and Loss statement, Balance Sheet and statistical dataset. You can select a particular set of datasets to create one budget, then select another set of datasets for another budget.

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.

1. Click Budgets > Manage Budgets.

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

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

4. Optional: Add another budget to the list: Click the + Add button, then select the datasets you want to apply to that budget/forecast.

5. Optional: Remove a budget/forecast from the list: Select the budget, then click the - Remove button.

6. Click Save.

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Example 1: Your budgets is set for the future but you want to compare your current performance against the budget.

Change the period that applies to the Budget column. You might also want to select Periods > All in the Columns menu to get a detailed view.

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Example 2: You want to compare budgets for different periods.

Change the current dataset (see above) to be one budget and apply a custom period to that column. Then select the other budget from the Budgets menu.

Example 3: You want to review your budget for the next year.

Change the current dataset (see above) to be that budget, then set comparative periods to be current year budget, and current year actuals, to understand the variances.