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Linked budgets
Jane Gilhooly avatar
Written by Jane Gilhooly
Updated this week

Linked budgets allow you to model incomes or costs based on other budgets in the cash flow.

Creating a linked budget allows you to use another income/cost budget, or a collection of income and cost budgets, as a source.

The linked budget is set as a percentage of the source and will occur on the same date and repeating schedule in the cash flow.

Automatic updating
When you change one of the source budgets, the linked budgets will automatically update and stay in sync.

For example, if COGS is 10% of Sales, creating a linked budget means that whenever the Sales budget is changed, the COGS cost will automatically update to reflect 10% of the new Sales figure.

Quick changes
If a cost changes from 10% to 20%, quickly update the linked budget and all future values will update. No need to individually change each future value.

This also allows for potential changes to be modelled without having to create a whole new scenario.

For now, linked budgets will only be available on the ‘Base’ scenario in the cash flow.

Please note: Linked budgets can't be used as the source for other linked budgets.

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