Create Annual Budgets Forecasts and Scenarios

Starting a budget

Budget administrators can create a new budget from zero, prior-year actuals, a prior budget, or configured increase and decrease factors. CloudBudget Quick Start capabilities can accelerate the initial population of a planning period.

Annual and multi-year planning

CloudBudget supports annual budgets and rolling forecasts. Planning periods can extend five years or longer, as needed. Revenue, expenditures, transfers, and cash-flow projections can use the same organizational and accounting dimensions used for actual reporting.

Assumptions and scenarios

Authorized planners can change assumptions such as growth rates, timing, staffing, benefits, allocation percentages, and seasonal patterns. Automated calculations update affected budget lines. Use separate versions to compare base, alternative, and approved scenarios.

• Forecast revenue by product, project, customer, program, or other dimension
• Apply factors across funds, departments, programs, and accounts
• Model seasonal, monthly, or quarterly activity
• Maintain mid-year revisions, amendments, and rolling forecasts

Cash-flow projections

Cash-flow models can combine projected receipts, payments, transfers, and opening balances with GoldFinch actuals. The organization defines the required horizon, timing rules, and reporting categories during implementation.