The Budget Compiler will apply and format your Profit and Loss data from QuickBooks. Using this information it will compile a flexible Excel Profit and Loss report allowing you to select the amount of detail displayed and use the data for performance review and budget formulation. The created budget can be imported to the Quickbooks budget or used as a standalone tool.
Applying your existing data in a flexible and easy to read layout with the capacity to automate budget creation provides substantial benefits. These include an improved understanding of business operations, enhanced budget development, and significant time saving in performance reviews and budget creation. Display view options include by Month, Quarter, and Full Year with Current Year, Last Year, and Budget values. Charts display both Actual and Budget values.