Skip to main content

Budget Versions

Budget Versions represent the time-based periods of your budget data. A budget version is a named snapshot (e.g. "FY2025 Annual Plan" or "Q3 Rolling Forecast") containing multiple budget modules and their data across periods.

Accessing budget versions​

Budget versions appear as rows inside the Forecasts tab, nested under each scenario. There is no separate Budget Versions tab — they are managed directly in the Forecasts table.

Budget versions fall into two types:

TypeWhat it means
Global budgetsShared across all scenarios (e.g. fixed costs assumed the same in every scenario). These appear in their own section at the top of the Forecasts table.
Scenario budgetsSpecific to a single scenario (e.g. revenue assumptions that differ per scenario). These appear under their respective scenario row.

Creating a budget version​

  1. Go to Forecasts in the sidebar.
  2. On the Forecasts tab, click the Add button (the primary button with a + icon, always visible at the top left of the table).
  3. From the dropdown, select budget.
  4. In the dialog, choose Create a new budget.
  5. Enter a name (e.g. "FY2025 Annual Plan", "Q3 Rolling Forecast").
  6. Choose whether the budget applies globally or to a specific scenario.
  7. Click Create.

You can also add a budget version directly from a scenario row: click the ... (More options) button on the scenario row, then select Add a budget.

When to use multiple versions​

Use multiple budget versions when:

  • You want to preserve an original annual plan as a locked reference while maintaining a rolling forecast for ongoing updates
  • Your board approved a budget at the start of the year, but you've prepared a revised forecast mid-year (e.g. June reforecast)
  • You want to compare multiple planning iterations side-by-side

In Reports, you can select which budget version to compare against in the Delta and Forecast views.

Preserve the original budget

Once you've finalized your annual budget, duplicate it as a "locked" version and stop editing it. Create a separate rolling forecast version for monthly updates. This preserves your original baseline for year-end variance analysis.