Future targets & rollover

Set future targets and manage budget rollover in one place

Future targets

You can define your target budget up to 12 months in advance for both accounts and budget groups. There is also an option to upload targets in a CSV file for up to three months in advance.

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

You'll need to define an initial monthly target to enable future targets.

Rollover

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

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