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Add a Balance Sheet tab to in your Profit and Loss budget for your Balance Sheet budget tab and automatically derive your Cash Flow budget for 3-statement budgeting.
Watch the video or follow the detailed steps below. Please note that some elements in the video look different from how they currently look, due to design changes. However, the process is the same.
Create a Balance Sheet budget.
mp4Create or open the financial budget workbook.Click , then click the Add button at the bottom of the worksheet, select the Balance Sheet tab type, and click Add.
Image RemovedImage AddedSet up the Balance Sheet and Cash Flow as follows:
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This step is applicable if you selected the Include mini drivers… checkbox in the previous step. Otherwise, you can ignore it and proceed to the Retained Earnings mapping step. There are four types of drivers you can add. This part of the setup can be a complex task, so see Use Mini Drivers in the Balance Sheet budget for detailed information. Image AddedAfter you add the drivers, click Next. |
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Proceed to explore your new Balance Sheet and Cash Flow budgets, which display in separate worksheet tabs.
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Please note that some elements in the video look different from how they currently look, due to design changes. However, the process is the same. Create a Balance Sheet budget.mp4 |