How to set up your forecast

Budgets in Float are like placeholders for cash that might come into or leave the business, allowing you to build up a picture of how the future might look.

Your forecast is built with the budgets that you enter and each day Float updates itself and pulls in the latest transactions from your accounting software, which slowly fill up your budgets. Once an actual becomes larger than the budget, Float will use the actual amount instead. At the end of the current month, all actuals will be used instead of budgets, ensuring your forecast is as accurate as possible.

Learn how to create budgets here >>



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