How Do I Create A Business Budget? UK
The latest version allows you to create Account-based & Business-based budgets.
This means you can produce budgets for specific Cashflow “accounts”, or for the entire “business”. Both the Account and Business Budgets can be accessed via the Side Panel.
How do I create, save and delete a Business Budget?
In Cashflow Manager you can create a budget which is based on the estimation on the total income and expenses for each month.
To create and save anew Business Budget:
1. Click on the BUSINESS BUDGET tab on the Side Panel.
2. Click on the NEW tab–a “New Budget” window will appear
3. Type in a name for your new budget.
Please note: only letters and numbers can be used
4. If you have not entered any data into Cashflow, and just want to obtain a budget set up first, choose “No Initial Data”, and then click [OK].
5. Your budget will appear ready for the months of the Financial Year and categories to be filled in. The amounts can only be entered in full dollar amounts
6. To the far right it will total the entire ‘Allocation Columns’. Down the bottom of the budget it will give you your monthly totals.
7. Click the [Save] button towards the bottom of the budget screen.
To delete a Business Budget:
If you need to delete a budget, ensure that you have the correct budget name in the BUDGET-selector at the top of the screen.
Click the [Delete] button at the bottom of the screen.
Select the budget you wish to delete from the drop-down list and click [OK].
How do I increase the estimated figures in the Business Budget?
If you have loaded historical data to help create your budget, you may wish to increase your totals by a set percentage for inflation.
In fact, you can also use this option to increase the whole budget, a time-period or a selected column by an amount.
To do this:
1. When in your budget, click on the [Increase] button at the bottom of the screen.
2. A "Percentage Increase" box will appear. This will then allow you to increase to *Pound* Value or *Percentage* Value, for a specific time-period, or allocation column.
3. Click on the [OK] button to apply the increase.
How do I save the Business Budget as a CSV file?
1. While in the Budget, click on the [Save As..] button at the bottom of the screen
2. In the bottom-left corner where it says "File name", be sure to type in a name for the Budget that you have just created4
3. Navigate to the location you wish to save your budget [e.g. Desktop]
4. Click on the [Save] button in the bottom right corner and you can also see that this will then save your Budget as a csv file.
How do I print my Business Budget?
1. Click on the Cashflow [Reports] tab on the Side Panel.
2. Double left click on the Budget (Business) report
3. You can then select the month and year of the Budget and the Budget you would like to print
4. On the bottom right-hand corner, you can either choose to click on [Preview] or [Print] your Budget.
5. the report will display the type and name of the budget
Business Budget Comparison –comparing your Actual Cashflow to the Business Budget:
Comparing actual results with your business budget each month highlights the differences between your budget and your performance. This enables you to examine the reasons for the differences and to act on the reasons to improve future performance.
1. When in your budget, click on the [Comparison] button at the bottom of the screen.
2. Select the period you want to compare using the options at the top of the screen.
3. Click on [Compare].
4. Type in any comments or action required.
5. Click on the [Print] button to print or email your comparison. You can also export your comparison by clicking on [Export] to create a comma separated value delimited text file that can be opened in programs such as Microsoft Excel.
6. Click on [OK] when you have finished.
How do I save the Budget Comparison as a CSV file?
1. While in the Budget, click on the [Comparison] button at the bottom of the screen
2. Then click on the [Save As..] button at the bottom of the screen
3. In the bottom-left corner where it says, "File name", be sure to type in a name for the Budget Comparison you have created
4. Navigate to the location that you would like to save your Comparison [e.g. Desktop]
5. Click on the [Save] button in the bottom right corner. The Comparison will then be saved as a csv file.
Related Articles
How Do I Create A Business Budget?
The latest version allows you to create Account-based Business-based budgets. This means you can produce budgets for specific Cashflow “accounts”, or for the entire “business”. Both the Account and Business Budgets can be accessed via the Side Panel. ...How Do I Create An Account Budget?
The latest version allows you to create Account-based Business-based budgets. This means you can produce budgets for specific Cashflow “accounts”, or for the entire “business”. Both the Account and Business Budgets can be accessed via the Side Panel. ...How Do I Change My Business and Contact Details?
Changing your business and contact details needs to be done in each section of your program. To change your business name on your cashflow reports: 1. In Cashflow, go to [Tools] in the top left. 2. Then click on [Options] 3. You can then change the ...Formatting your downloaded bank statement
1. Download a file from your Bank’s website to use as a template. 2. Click on the [Add New] button to set your default Financial Institution. 3. Browse to the Bank file that you downloaded. Open the file. Your data will be displayed on the left side ...Why is There a Lock on the Month? UK
A red padlock is made by creating an accountant export. To remove one: 1. Be in either Money In or Money Out. 2. Go to [File] in the top left 3. Select [Accountant Export] and [Unlock Months] 4. Tick the months you want unlocked 5. Then click ...
Popular Articles
How Do I Update My Payment Details? UK
Need to change your credit card details? Log on to our shop and update your subscription so you don't lose access to Cashflow Manager. This takes about five minutes. If you already know your password for the shop, log in at this link my account: ...How Do I Run Cashflow Manager on an Apple Mac? UK
Cashflow Manager is a Windows-based program. However, the MacBook, MacBook Pro, Mac Mini and the iMac computers have the capability of converting to the Windows PC platform via two methods. Option 1: Using software called “Boot Camp” which can be ...How do I download and install the program from the website?
Visit the Australian or UK Downloads Centre and select the version you wish to install. If you already have a Cashflow Manager icon pinned to your desktop/taskbar, please remove it before downloading. 1. Click [Save] to save the downloaded file to a ...How Do I Set Up The Inventory Section?
Inventory Items make it easy to prepare your invoices and provide you with management information to help run your business. Some features of the Inventory are only available in the Cashflow Manager GOLD edition. However, both versions of Cashflow ...How do I set up Customers?
When you click on the (Invoice) Tab on the Dashboard, the (Customers) tab will appear. If you are in another Invoice section, click on the (Customers) tab to open it. This consists of: Customer List: The Customer List is the main window of the Sales ...