Budgets and forecasts
Build next year's budget from last year's actuals, or forecast the rest of this year.
Budget and forecast, in the top navigation, builds a budget account by account. Seed each line from the last three, six or twelve months, with past seasonality if you want it, add a growth rate, or type the figures yourself.
A forecast keeps the months that have already happened as actuals from your books and models the rest, a 2 + 10 or a 5 + 7. Choose a version to use in packets and the packet compares against it.
More in Connecting your data
Still stuck? Email canopydecks@gmail.com with the company name and what you were trying to do.