Create Forecast from entered Budget


Hi,
I have entered the 2024 budget in to Reckon which is Classed across numerous products.
I now want to create a Forecast ... which is starts with the budgeted figures. IS IT POSSIBLE TO CREATE A FORECAST BY DUPLICATING THE ENTERED BUDGET????
I hope so, as it will save me heaps of time in data entry. Fingers crossed someone knows how :) I should add that I am using Reckon Accounts Hosted.
Michelle
Answers
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Hi,
I have entered the 2024 budget in to Reckon which is Classed across numerous products.
I now want to create a Forecast ... which is starts with the budgeted figures. IS IT POSSIBLE TO CREATE A FORECAST BY DUPLICATING THE ENTERED BUDGET????
I hope so, as it will save me heaps of time in data entry. Fingers crossed someone knows how :) I should add that I am using Reckon Accounts Hosted.
Michelle
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Hi Michelle
The Forecast is based on past actuals so you can create it from existing data (eg a P&L) but not from a Budget as a Budget is an expectation, rather than a reflection of performance.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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