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Budgets and Forecasts · Track 2 · Tutorial 1 of 3

Enter the budget by company and account

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For a small group, or a few accounts, typing the budget straight into BrizoConsol is the quickest way. Each value is that month’s movement on the account, and a formula can fill the rest of the year from one cell.

You will needBudget & Forecast Input allowing entity level, as in Choose where plans are entered. Administrator or Report Admin access. An edition other than Standard.
By the endDemo Sales Company’s 2027 budget for sales and costs, month by month.

1Open the company’s budget

  1. Select Demo Sales Company, and open Budget → Profit & Loss.
  2. Choose 2027.
  3. In Chart of Accounts, choose the accounts to budget in.
Organisation Chart of AccountsThe company’s own accounts, as in its books.
Common Chart of AccountsThe group’s accounts. A value goes to one of the company’s accounts mapped to it, and the others mapped to it are cleared for that month. A group account the company has nothing mapped to can’t take a value.

2Type the figures

  1. Turn on Input Mode.
  2. Click a cell, type the month’s amount, and press Enter or Tab to save it and move on.

In Input Mode the columns show movements, and each value you type is stored as that month’s movement on the account. Type amounts the way the report shows them: a positive figure is income on a revenue line and a cost on an expense line.

3Fill a row with a formula

  1. Click the Jan-2027 cell of the line, and type its amount.
  2. Click the tools icon at the right of the cell.
  3. In Formula Applied, choose a formula, fill in its figures, and click Apply.
Budget Profit and Loss for 2027 with Input Mode on: the Jan-2027 cell on the Sales line is selected and shows the tools icon; beside it the Formula Applied dialog lists Repeat the value, Repeat the value with an amount add-on, Repeat the value with a percentage applied (chosen), 3-month moving average and 6-month moving average, with Cancel and Apply
The tools icon (1), the formula (2), and Apply (3).
Repeat the valueThe same amount in this month and every month after it.
Repeat the value with an amount add-onEach month after the first adds the amount again: 120,000, then 121,000, then 122,000 with an add-on of 1,000.
Repeat the value with a percentage appliedEach month after the first grows by the percentage again. The percentage starts at 5.

A formula fills from the cell you clicked to the last month of the year shown.

4Budget the balance sheet

  1. Open Budget → Balance Sheet, choose 2027, and turn on Input Mode.
  2. Type each month’s movement on the balance sheet accounts you budget.

With Input Mode off, the balance sheet shows balances again, starting from the opening set in Set the plan’s opening balances.

Check

With Input Mode off, the FY-2027 column on the Profit & Loss adds up the twelve months you entered. Select Your Group and open Budget → Profit & Loss: Demo Sales Company’s budget is in the group’s figures.

5If something goes wrong

What you seeWhat to do
Input Mode is greyed outThe level you are on is not allowed by Budget & Forecast Input. Hover over it to see where to enter, or change the setting.
A cell won’t take a valueTurn on Input Mode. Only budget columns can be typed into, not the FY total.
A value shows with the wrong signType it as the report shows the line: positive for income on a revenue line and for a cost on an expense line.
A foreign company’s budget shows nothing at group levelThe Budget scenario has no exchange rate for its currency and month. See Set rates for budgets and forecasts.

Want more detail? See the documentation

Entering Budget & Forecast Data Common Chart of Accounts
Next in Build the budget Load the budget from a spreadsheet All tutorials