Adjust a budget

At times, after reviewing your budgets, you may want to adjust it. Depending on whether your budget is a Quick Budget or a Full Budget, the method is different.

Quick Budgets

To adjust a Quick Budget:

  1. Open your working Quick Budget (with the imported actuals). Read more to create a working Quick Budget
  2. Click the CB Lock checkbox image001.png to unlock the cash book data
  3. Click the relevant code
  4. Click in the cell under the required month to adjust the budget figures

Full Budgets 

There are two ways to adjust a Full Budget, both of which are outlined below: 

Adjust using direct entry

  1. Open your working Full Budget (with the imported actuals). Read more to create a working Full Budget
  2. Click image002.png to unlock the cash book – the lock will change to green image003.png to indicate it is now unlocked
  3. Find the code you wish to adjust, and add the adjustment as a direct entry into the budget

Adjust by changing the full budget worksheets

  1. Copy the worksheets you wish to adjust
  2. Make changes as needed
  3. Attach the copied worksheets to the working budget

Refer to the following full budget training videos for further assistance updating your full budget worksheets.

  1. Sheep worksheets
  2. Cropping worksheets
  3. Assets & Liability worksheets
  4. Fixed & Variable costs
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