Budget Template - Getting Started

This template enables users to compile a comprehensive monthly & annual budget from any trial balance and includes current year & prior year comparative results. The budget is compiled by linking each account in the trial balance to a pre-defined reporting class code and all the amounts that are included in the budget are automatically calculated based on the linked class codes. The template includes an income statement, cash flow statement and balance sheet which are all calculated automatically on a month-to-date and year-to-date basis.

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