The Rolling view of your budget displays a combination of your actuals data (if actuals exist for previous months) and your budget in an updated view of the budget period. A sub-header for each month indicates if the column contains actuals or budget data.

To see a rolling view of your budget, select Budget from the first dropdown and Rolling from the second dropdown in the Cash, Profit & Loss, or Balance Sheet  reports of the Sheets tab. As new actuals data becomes available and the data is added to Budgeting and Planning, the rolling view is updated. 

📝 This view is available only when there is actuals data (for the budget date range) in the budget.

The rolling view is also displayed in the Preview of Cash and Preview of P&L section of the Inputs > Main tab. This view allows you to evaluate the data and make decisions to update the budget accordingly.

 

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