Current Company and Current Budget

Forekit provides end to end budgeting & forecasting from SMEs to mid sized businesses. The first step is selecting your current company and current budget under the company.

You can find Current Company and Current Budget widgets in the top application navigation.

All the budgeting features are running on your current budget. 

You can switch your current company and current budget at any time through 

• My Companies 
• My Budgets

QuickStart

Step 1 : New Company

• Click New Company menu on the Current Company widget.
• Then click one of Revenue ledger and set as General Income.
• Select Start with Express
• Express Setup
  1. Actual Data : Use Sample Data
  2. Company Details : Fill in your data
  3. First Budget : Unselect the Use Sample Data 

Step 2 : Monthly Budgeting

Click the monthly budgeting menu to start the monthly Profit & Loss budgeting.

Then click one of Revenue ledger and set as General Income. 

Review the default assumption data, modify if you want to test and save. You can review the forecasted monthly income of the ledger.

Step 3 : Weekly Cashflow

Click the Weekly Cashflow menu to review13 weeks (default) cashflow chart and budgeting table.

You can directly click any budgeting module ledger to adjust.

Step 4 : Dashboard

You can review the various widgets on the Dashboard. 

Budgeting Features

You can use the end to end budgeting with following features of your current budget. Click each feature help page for further details.

• Dashboard 
• Monthly Budgeting 
• Weekly Cashflow 
• Opening Balance
• Scenario Analysis