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Budget suggestions
Budget suggestions
Use historical values to create budgets
Graeme Keys avatar
Written by Graeme Keys
Updated over a week ago

Float is able to suggest budgets, based on the historical data that has been synced. These suggestions can also be updated or changed at any point.

To get started, click into the cell where you would like the budget to be added, and select 'Create budget'. Next to the 'Budget value is' field, you will find a 'Suggest budget' option and this will display the various suggested budgets that are available. The budget suggestions are currently:

Last month's actual

Last 3 month's average

Last 6 month's average (if available)

Along with a list of the actuals the suggestion is based on. Simply choose the suggestion you would like and this will be set as the budget value.

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