Budget Grid makes it really easy to export your budgets to Excel and then re-import them. And for minor changes to your budgets you can do them right in the Budget Grid without any export/import.

The Budget Grid also helps you manage the budgets:

  • Copy previous year to Budgets
  • Copy Budgets to Forecasts
  • Copy Actuals to Forecasts to give you 1-3 actual, 4-12 forecast
  • Export to Excel and import 12 months budgets in one go

All this managed in a grid which you can sync back to the Sage Financials budget and forecastĀ for reporting.

To install a free trial, click here and follow the instructions.

By Alpha Index

Contact Alpha Index for support or upgrade to the full version:

We will respond to your enquiry to answer your query in line with our privacy notice.

We occasionally publish thought leadership blogs, tips & tricks, highlighting the business benefits of CRM/ERP.

If you would like to receive this marketing information, please tick this opt-in box