Forecasting Report

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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.

HarryWL

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