Compare budget versions

From the Sheets tab, you can easily compare different versions of your budget side by side. Different budget versions include scenarios, forecasts, the base budget, and the working budget.

For more information about the different version types, see Versions.

For more information of how to import actuals and compare against your budget, see Import actuals from Excel.

Compare the working budget with the base budget

If you have saved a base budget, you can view it side by side with the current working budget to compare them.

To compare the working budget with the base budget:

From the first dropdown list, select Forecast.
From the second dropdown list, select the base budget.
From the third dropdown list, select <base budget name> versus working budget.

Compare the working budget with a scenario

If you have saved one or more scenarios, you can view each of them side by side with the current working budget to compare them.

To compare the working budget with a scenario:

From the first dropdown list, select Scenario.
From the second dropdown list, select which scenario to compare to your budget.
From the third dropdown list, select <scenario name> versus working budget. The table displays 3 columns for each month: the numbers for the scenario, the working budget, the differences between them.

Compare the working budget with a forecast

If you have saved one or more forecasts, you can view each of them side by side with the current working budget to compare them.

To compare the working budget with a forecast:

From the first dropdown list, select Forecast.
From the second dropdown list, select which forecast to compare to your budget.
From the third dropdown list, select <forecast name> versus working budget.

Compare the base budget with a forecast

If you have saved both a base budget and one or more forecasts, you can view the base budget and any forecasts side by side to compare them. You can also compare the base budget with all forecasts in one view with the waterfall option.

To compare the base budget with a forecast:

From the first dropdown list, select Forecast.
From the second dropdown list, select which forecast to compare to your budget.
From the third dropdown list, select <base budget name> versus <forecast name>.
To compare all forecasts and the base budget in one view, from the second dropdown list, select the waterfall option.

Compare two different forecasts

If you have saved more than one forecast, you can view any two forecasts side by side to compare them. You can also compare all forecasts and the base budget (if you have one), in one view, with the waterfall option.

To compare two different forecasts:

From the first dropdown list, select Forecast.
From the second dropdown list, select one of the forecasts.
From the third dropdown list, select which to compare with another forecast.
To compare all forecasts in one view, from the second dropdown list, select waterfall. For more information, see Waterfall view.

Compare actuals with the working budget

If you have added actuals to your budget, you can view them side by side with your working budget, and compare them.

To compare actuals with the working budget:

From the first dropdown list, select Working budget.
From the second dropdown list, select Budget versus Actuals.

Compare actuals with a forecast

If you have added actuals to your budget and saved one or more forecasts, you can view any of the forecasts with the actuals to compare them.

To compare actuals with a forecast:

From the first dropdown list, select Forecast.
From the second dropdown list, select which forecast to compare to your actuals.
From the third dropdown list, select <forecast name> versus actuals.

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