Skip to main content
How can I update the Budget with Actuals?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

To update the Budget with Actuals:

  • Navigate to Budgets & Cashflow > Budget Tools > Export

    • Select Actuals as your Data Source

    • Set the Period Range Month/Year for the date range you wish to update

  • Check the exported file to be confident the date ranges are correct, if you have future month columns with nil values, delete those columns from the spreadsheet, or they will overtype your future budget with nil values

Did this answer your question?