Future target & rollover

Future target

You can define your target budget for up to 12 months in advance, both for accounts and budget groups. There is also an option to upload the targets (using a csv file) for up to 3 months in advance.

Adalysis will set the specified target on the first day of the month.

You need to define a target budget for this month first before future targets can be defined.

Rollover

Rollover lets you specify how underspent and/or overspent budget should be allocated in the following month. This setting is available at the account level and for budget groups.

You can also set up an email reminder to be notified about the rollover amount at the start of each month.