This article explains the Budgets & Actuals menu and how you can navigate your organisations, budget versions, business units and edit them in a familiar spreadsheet view. You can 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.
If you are creating a budget from scratch you may want to first consider using:
- The Budget Factory to quickly populate a base budget from Actuals or another existing budget.
- or you may want to import a budget if you already have data saved in a spreadsheet.
See Budget Views & Layouts for details on the navigating the menus and setting your layout and filter options.
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.
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.
Undo = Ctrl + Z
Redo = Ctrl + Y
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.
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.
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.
Cut = Ctrl + X
Copy = Ctrl + C
Paste = Ctrl + V