Simple Budget

The Simple Budget module lets you enter monthly values directly against any reporting line — making it the right choice for any cost or revenue line that doesn't have a more specialised module.

Use Simple Budget for:

• Fixed overhead costs (rent, software subscriptions, utilities)
• Headcount-independent staff costs
• Revenue lines that don't fit a volume×price or subscription model
• Any line where you want to type in a monthly number directly

Creating a Simple Budget

1. In your Scenario, click Add a budget
2. Choose Simple budget
3. Add budget accounts to reporting lines and configure them
4. Click Save — a naming modal will ask you to confirm the budget version name before it's persisted

Command bar actions

Action	Description
Quick Start (lightning bolt)	Opens the QuickStart view to populate the budget from actuals or a prior budget
CSV → Upload	Upload a CSV file to import budget values
CSV → Edit CSV	Re-open the CSV mapping modal (only available when the current budget was loaded from a CSV)
Copy Budget	Copy values from an existing budget version in the same scenario
Export to CSV	Download the current budget as a CSV file (disabled when no budget accounts exist)
Save	Opens a naming modal to save the current state as a budget version

Settings bar

At the top of the module, a settings bar controls the view:

• Reporting Structure — if your entity has multiple reporting structures, select which one applies (only shown when more than one exists)
• Budget Range — the start and end months for your budget (defaults to the entity's YTD start → YTG end)
• Search & Filter — two search bars to filter displayed accounts by account name and analytical axis simultaneously
• Include all budgets — when enabled, the table merges and displays budget accounts from all other budget versions in the current scenario. The table becomes read-only while this toggle is on.

Quick Start

Quick Start populates the budget in one step based on historical actuals or an existing budget version. Quick Start only processes P&L reporting lines — Balance Sheet lines are not included.

Configuring the import

Click Quick Start, then open the Import & Forecast modal (gear icon):

1. Start position — choose whether to base values on:
   • Actuals — fetches real GL data; the date range is capped to the entity's last actuals date
   • Budget — uses values from an existing budget version; the date range is constrained to that version's dates
2. Date range — the period of data to use as the source
3. Distribution method — how the imported data is spread over your budget range:
   • Linear — grows by a specified annual growth rate
   • Equally spread — the same value every month
   • Seasonality — mirrors the seasonal pattern of the source period; requires the budget range to be exactly 12 months
4. Click Apply to budget

CSV import

Uploading a CSV

1. In the command bar, click CSV → Upload
2. Select your file — the columns must include one column for account names and one or more date columns (e.g. Jan 2025, Feb 2025)
3. A mapping modal opens. Configure:
   • Account name column — which non-date column identifies each budget account
   • Date format — the format Monitr uses to parse your date headers (auto-detected when unambiguous)
   • Mapping — assign a reporting line mapping to each imported account. Select multiple rows to bulk-assign the same mapping.
   • Delete any rows you don't want to import
4. Click Save — duplicate account names are blocked until resolved

Merge behaviour: uploading a CSV merges with your existing budget. Accounts present in the CSV are replaced; accounts not in the CSV are left untouched.

tip

If you use the account name or account number in the budget account's name, it will be mapped automatically.

Manually entering values

Direct cell editing

Click any cell in the monthly grid and type a value. Entering a value at the reporting line level distributes the total proportionally across the constituent budget accounts based on their existing values. Any rounding remainder is distributed one unit at a time.

Budget Account Modal

Click the cog icon on a budget account name to open its configuration panel. From here you can:

• Rename the account (names must be unique across budget accounts)
• Change the mapping — reassign which reporting line and analytical axis this account is linked to. Selecting a mapping with an empty name field auto-generates a unique name.
• Set a distribution method — choose how values are spread across months:
  • Linear — grows by a specified annual rate
  • Equally spread — the same value every month
  • Seasonality — distributes according to a seasonal pattern; requires the budget range to be exactly 12 months
• Edit the monthly grid — type values directly month by month
• Run-rate reference — the modal fetches your actual GL data for this account's mapping to show a calculated average, which you can use as a starting point

note

Only months with a non-zero value are saved. Setting all months to zero effectively removes the account's transactions.

Per-row settings

Distribution method, date range, and start position can be changed per individual reporting line or per mapping — you don't have to apply the same settings globally. Each row tracks its own configuration independently. Changing the budget range automatically re-imports all data.

Axis mismatch warning

If a budget account's analytical axis doesn't match the axis expected by the selected reporting structure, the account is flagged with a warning indicator in the table. Reassign the mapping in the Budget Account Modal to resolve it.