Creating your own Templates

See getting started.

Ranges are categorised as follows:

  • Current Year Actuals download
  • Previous Year Actuals download
  • Budgets(1 to 12) download from Sage.

It is possible to extract up to 12 sets of budget figures.

A typical sheet would have a minimum of the following columns:

  • nominal codes
  • actual figures
  • download budgets
  • upload budgets

You would either work with a set of periods (typically 1-12), or year budget figures. As such, ranges should be added for one type, and not a combination.