This article explains how to manually enter budgets via the budget grid, copy budget figures from Excel, and copy columns/rows to other columns/rows and build budgets with Budget Formulas. You should first review the Budget & Scenarios: Views & Layouts help article for details on the navigating and setting layout and filter options.
Tip:💡To create a budget from scratch you may want to consider using:
The Budget Factory to quickly populate a base budget from Actuals or another existing budget.
or import a budget if you already have data saved in a spreadsheet.
Edit Values
Edit Cells
Select a cell with your mouse and enter data directly into the selected cell. Use Tab, Shift+Tab, Arrows and Enter keys to navigate cells.
Tip:💡You can use Metrics and Budget Formulas to build driver-based budgets.
Copy to Remaining Periods
To copy a single value or formula forward to the remaining periods select the cell or range of cells to copy and use the 3 dots menu to find Copy to future option.
Use Simple Calculator
If you need to make a simple calculation on the fly, there is no need to get your calculator. Simply type = followed by some maths equation and the result will be entered. Please note this is not the same as using a formula where the formula is saved. To enter a formula please see the Budget Formulas help article.
Edit Total Column
For quick edits across the entire selected date range (1 year for example) simply edit the Total column. Editing this total will apportion values according to the proportions that already exist in the data.
Edit Header Rows
Collapse the header or total row to get the details rows summarised to a single row. This row is now editable. Editing a summary row like this apportions the values into the detail accounts according to the proportions that already exist in the data.
Undo & Redo
All values are saved while you edit, so if you make a mistake you may wish use the Undo and Redo buttons or keyboard shortcuts to undo or redo certain operations.
Keyboard Shortcuts
Undo = Ctrl + Z
Redo = Ctrl + Y
Select Cells
Select a Range of Cells
To select a range of click and hold your mouse button and drag through the range of cells you want to select.
Select Rows
To select a full row click on the row heading (Account in the default layout). Click and hold your mouse button then drag through a range of rows to select multiple rows.
Select Columns
To select a column click on the column heading (Month in the default layout). Click and hold your mouse button then drag through a range of columns to select multiple columns.
Cut, Copy & Paste
Select a range of cells, rows or columns as per the instructions above and the use keyboard shortcuts or 3 dots menu to Cut, Copy and Paste.
Keyboard Shortcuts
Cut = Ctrl + X
Copy = Ctrl + C
Paste = Ctrl + V
