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#16283 - 03/11/09 03:02 PM Budgeting/Forecast Tools
Cool Aid Offline
Adagio Scholar

Registered: 12/30/08
Posts: 78
Loc: Victoria, BC, Canada
Does anyone know of a good budgeting/forecasting tool that integrates with Adagio? Looking for something that will allow for quarterly departmental forecasts as well as multiple budget scenarios and will integrate with data in Adagio for reporting/consolidating.

Thanks,
Tanja

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#16284 - 03/11/09 03:29 PM Re: Budgeting/Forecast Tools [Re: Cool Aid]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11571
Loc: Vancouver, BC Canada
Hi, Tanja,

Adagio Ledger 9.0 has both budget and forecast functions and values entered in each can be reported on in the Financial Reporter that is included with Ledger.

A statement may be for one or more years, half-years, quarters and/or periods.

For consolidating different company statements, the Financial Reporter within Adagio FX Pro will report on budgets for a single year, half years, quarters and/or periods. However, you can also create calculations with the Financial Reporter that would satisfy your forecasting requirements.
_________________________
Regards,
Softrak Tech Support

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#16292 - 03/11/09 08:32 PM Re: Budgeting/Forecast Tools [Re: Softrak Support]
Kate Spontak Offline
Adagio Pro

Registered: 03/23/02
Posts: 10
Loc: New Jersey
Adagio FX makes a wonderful budgeting tool. Multiple budgets can be created using departments.

Create the main budget then export it and re-import it as a department. Use the budget tool to create new scenarios. Note that the budget for one account can be changing relative to another account.

Create reports that compare the figures for department you imported with the current budget.
_________________________
Kate Spontak
Stief Group
New Jersey, the Garden State

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