Rolling budget view

The Rolling view of your budget displays a combination of any existing actuals data 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:

From the Sheets tab, select the Cash, Profits & Loss, or Balance Sheet sub-tab.
Select Working budget from the first dropdown and Rolling from the second dropdown.

The Rolling option only appears if you have actuals in your budget.

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