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

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Michelle_9656470

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

Acctd4

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.

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