Add forecasting to an existing accounting file

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The following explains how to add financial planning to an existing accounting.

Adding the Budget table to an existing accounting

The first step will be to Add the Budget table to your accounting file. At this point you will have the budget table available, where you can enter the financial forecast transactions.

Entering budget transactions

Having thus the accounts and the chart of accounts already set up, you can immediately start to enter the transactions in the budget table, also refer to Transaction examples.

Just follow the instructions and templates indicated in:

 

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    Forecasting Budget table

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