Build a budget or forecast
Start next year's budget from last year's actuals, or forecast the rest of this year.
Budget/Forecast, in the top navigation, starts from your books. Each account is laid out by month as a P&L, grouped into revenue, cost of sales and expenses. Keep last year's figures, grow them by a rate, or type your own.
A forecast keeps the months that have already happened as actuals and models the rest, a 2 + 10 or a 5 + 7.
Save drafts as you go and open them again from the list. Mark board-approved when the board agrees it, and Export gives a file to import into QuickBooks.
More in Budgets
Still stuck? Email canopydecks@gmail.com with the company name and what you were trying to do.