Upload your own budget spreadsheet
Most budget workbooks are read as they are, with a note on anything assumed.
Add the workbook as the budget on the Data step. CanopyDecks finds the sheet holding the budget by account and reads it. It reads months across the top, quarters or a single annual column, and lines with account numbers or names only.
It then checks the lines add up to the sheet's own totals. Anything it had to assume, such as spreading a quarter over three months, is noted for you to confirm.
More in Budgets
Still stuck? Email canopydecks@gmail.com with the company name and what you were trying to do.