We’ve introduced Budget Scenarios, a new feature that allows you to create and apply small, layered changes to your base budget. Easily toggle scenarios on or off to explore different financial outcomes, giving you more flexibility and insight into potential budget impacts. Perfect for ad-hoc adjustments, what-if analysis, and scenario planning!

Learn more in our Scenarios: Overview help article and video.

We’ve added a "Use main budget" option in the report criteria, now available for both individual and consolidated reporting. This dynamic budget option ensures that when you save it to a bundle of reports, it will always pull in the current main budget. This eliminates the need to manually update saved criteria if your main budget changes.

See the Set Report Criteria help article and video to learn more.

We now allow users to set budgets for consolidated groups directly in the report criteria, and it includes the new "Use main budget" option mentioned above. Previously, budget changes could only be made in the group's configuration settings. If you would like to continue managing it centrally, "Use group budgets" is provided for this purpose. Directly setting budgets in the report criteria adds additional flexibility. Plus, it eliminates the need to create separate groups for different budget configurations.

Please note Scenarios can be added in the Report Criteria, using the Scenario Dropdown selector, or the Advanced setting.

Check out the Consolidate Multiple Organisations help for more details.