The following formula calculations are available when calculating budgets. These are available on the Actuals/Budget screen for calculation of an individual account, as well as Budgets > Global Budget Changes for calculation of a range of accounts. 

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Percent Change

Projects the new budget based on a percent increase or decrease for a selected year. You may select actual or budget figures to compute. You can do this for an individual month by selecting the month and the column or you can increase it for all 12 months by selecting the entire column or just the annual amount. This option can be done for multiple accounts in global budget changes. If you wish to do a 10% increase you would enter the number 10.

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Average Percent Change

Projects the new budget based on an average percent increase or decrease from past years actuals. If the current year is selected as one of the years, the actual/forecast column is used to compute. This option can be run for multiple accounts in global budget changes.

This example formula is based on a from/to selection of 2021 to 2024. * = multiply, / = divide.

|a)|2024 Actual/Forecast|
  |b)|2023 Actual|
  |c)|2022 Actual|
  |d)|2021 Actual|

x = ((b / a * 100) – 100) * -1

y = ((c / b * 100) – 100) * -1

z = ((d / c * 100) – 100) * -1

AverageIncrease = (x + y + z) / 3

NewAmount = a + (a * AverageIncrease * 0.01)

If a = 0, then NewAmount will be zero.

If a, b, c, & d are all positive numbers and NewAmount is negative, then NewAmount will be zero.

If a, b, c, & d are all negative numbers and NewAmount is positive, then NewAmount will be zero.

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Trend Based on Past Years

Projects the new budget based on a trend from past years actuals. If the current year is selected as one of the years, the actual/forecast column is used to compute. This option can be run for multiple accounts in global budget changes.

This example formula is based on a from/to selection of 2018 to 2021.

|a)|2021 Actual/Forecast|
  |b)|2020 Actual|
  |c)|2019 Actual|
  |d)|2018 Actual|

$x = a – b

$y = b – c

$z = c – d

Trend = ($x + $y + $z) / 3

NewAmount = a + Trend

If a = 0, then NewAmount will be zero.

If a, b, c, & d are all positive numbers and NewAmount is negative, then NewAmount will be zero.

If a, b, c, & d are all negative numbers and NewAmount is positive, then NewAmount will be zero.

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Spread Amount Based on Column

Projects the new budget for an amount to spread based on a column. You may select actual or budget figures for any year to compute. It computes for the entire column no matter what month you have selected. This option can be done for multiple accounts in global budget changes.

When computed, if there is any figure remaining that did not evenly spread based on the percentage of each month, it will be added to the first month to make up the difference.

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Spread Evenly Based on Amount

Spreads the amount entered evenly into the range of months specified. If you are rounding budgets, the figures will be rounded.