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Forecasting Report

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Experienced Partner
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Experienced Partner
Experienced Partner




Forecasting Report

I am trying to build a forecasting report for a period (as an example - January to June).  In effect this is an interim budget based on actuals YTD.  So, up to December it is actuals and then I can enter forecasts for the remainder of the year.


So, I created a new budget in MYOB AccountRight (browser version).  I tried to import actuals but this is limited to the previous year actuals.  There is no option to import current actuals.


So, I thought that I should run a profit and loss report by month and export it to a csv file.  Then I can import it into the forecast (interim budget). Not as easy as it sounds as the file needs to be in a budget format for importing.  Not really worth the effort with all the variables involved.


Is there any other solution or am I over-thinking this?


Any suggestions would be appreciated.



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