Step
Notes
1
Add levels: Click the blue Add button, then select the dimension you want to add at that level.
4
(Optional) Select the Cash Flow template.
This setting creates a Cash Flow budget on a separate tab in the workbook. The values in the Cash Flow budget are automatically derived from the values in the Profit and Loss and Balance Sheet budgets. The budget hierarchy levels are inherited from the Balance Sheet budget but if available, you can add custom levels which will help you to group your Cash Flow statement.
7
9