Entering Budget & Forecast Data | BrizoConsol Documentation

What this article covers: How to enter budget and forecast figures in BrizoConsol — opening the Budget and Forecast statements, typing values with Input Mode, importing a movement file from the template, and the organisation settings that control who enters budget data and where budget opening balances come from.

Budget and forecast figures are entered on dedicated Budget and Forecast versions of the Profit & Loss, Balance Sheet, and Cashflow. The figures you enter feed the Actual vs Budget and Actual vs Forecast comparisons in your reports.

1. Opening the Budget or Forecast Statements

In the left navigation, open Forecast or Budget and choose Profit & Loss, Balance Sheet, or Cashflow. These menus are available to users with Administrator or Report Admin access.

2. Typing Values with Input Mode

Switch on the Input Mode toggle above the statement, then type into the budget or forecast cells. Each value you enter is stored as that month’s movement for the account.

3. Importing a Movement File

Click the Import iconClick the upload (Import) icon in the page header.

Download the templateClick Download template. The workbook has Account Code and Account Name columns and one column per period of the year you are viewing. It lists P&L accounts when you are on the Profit & Loss and balance sheet accounts when you are on the Balance Sheet, using the chart of accounts selected on the report.

Fill in the movementsEnter each account’s movement for each period.

UploadDrag the file onto the upload area (or browse), then click Upload. CSV, XLSX, and TXT files are accepted, one file at a time.

4. Who Can Enter Budget and Forecast Data

The level at which budget and forecast movement can be entered is set on the top organisation under Organisation Settings → Organisation Details, in the Budget & Forecast Input row. Administrators can change it:

Option Effect

Entity level only Movement is entered for each company, in its own chart of accounts or the Common COA.

Consolidated level only Movement is entered once for the group, in the Common Chart of Accounts.

Entity and consolidated level Movement can be entered at both levels.

When the level you are viewing is not allowed, the Import icon and the Input Mode toggle are disabled, and hovering over them explains where budget and forecast movement is entered for your group.

5. Budget Opening Balances

The Budget Opening Balances row in Organisation Details sets where a budget year’s opening balances are read from, per fiscal year. Click the edit icon, choose the Budget year, and choose Opening balances from:

Source Description

Last actual YTD The actual balances at the day before the budget year starts.

Forecast year end The forecast closing balances. Needs a forecast that reaches that year end.

Last budget close The previous budget’s closing balances. Needs a budget for the year before.

💡 Tip: Once budget or forecast data is in place, open any report and set the Period Selector to Actual vs Budget or Actual vs Forecast to see variances. See Comparing Periods & Actuals vs Forecast.