Budgeting Enhancements Idea

Would it be possible to add to the budgeting feature that you have some kind of drill down fucntionality and a line in the budget can comprise of multiple entries so that one can see how that figure in the budget was calculated.

This would avoid the need to have a separate excel spreadsheet in addition to manager Budget.

Its not standard practise to enter budgets as multiple entries - just one bulk number, because budget values can be resultant of calculations.

Drill-downs in Manager call transactions. In the case of a budget, there would be no underlying transactions.

I will give you an example of what I mean as I am not talking about transactions or about multiple entries.

For example I want to say I will receive £100 annually for IT Support. But I want to see how I calculated that £100 in Manager i.e. what that £100 actually consists of and how I arrived at that figure. At the moment I am having to calculate it in Excel and put in the total in Manager.

Hope that makes sense.

Yes, but that means entering a “transaction” - unit x price - whereas budgets are only bulk amounts.

And that’s the only way I have ever used for the past . . . . . . .

Ya, but that’s the old fashioned way of doing things. I am sure that Lubos can make Manager do away with the need for Excel.

Corporations that I consult to all build up their budgets external of the accounting software.
Why ? - because the people (dept. heads) preparing the budgets don’t have access to the accounting software and the years are out of sync, budget preparation this year is for next year.

Some have the ability to “import” the bulk results,

So basically what you are saying we need Manager to do is do the job of excel in this instance and have the ability export to excel for managers etc that don’t have access to the accounting software :grin:

Fair enough, I was thinking from the point of view of most small businesses, where there will be only one or two people viewing the budget and they would be accessing Manager anyway.

You may want to budget for four equal £25 transactions, thus entering “= 4 x 25.” But the next person will want 12 unequal installments. And the next will want expense budgets to be percentages of income budgets. And another will want growth rates applied to last year’s actual P&L. And the next will want outstanding sales quotes factored by probabilities of winning each job. And the next will want detailed notes fields for every line to explain it all. And the next… Where does it stop? That’s why we have spreadsheet programs.

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