Add more detail to the budget or forecast

When you create a budget workbook, it has one worksheet tab, the Main tab, where your budget sits. During the budgeting process, as time progresses and circumstances change, you can add the following items to the budget:

• Level (dimension) in the budget hierarchy

• Entity in a dimension

• Account row

• Driver - Additional tab in the workbook with other data to drive budget values.

• Balance Sheet tab and Cash Flow - Available in financial budget workbooks only (those based on a financial database), where the Main tab of a budget workbook is based on a Profit and Loss statement. The Balance Sheet tab, based on a Balance Sheet statement, allows you to budget the expected value of your assets, liabilities, and equity. The Cash Flow tab is created automatically, based on the data in the Main tab (Profit and Loss) and Balance Sheet tab. The addition of these tabs enables you to perform 3-statement budgeting.

• Allocations - Coming soon!