Budget vs Actual template

Steven

I hope that my issue is a minor one. I’m using the “Budget vs Actual” template.
I have an issue where when I put in my expense categories and amounts, it seems to be working properly, however, when I enter my income categories, it still has the default categories when I change over to the sheet where everything comes together. I haven’t been able to fix it.

Could someone please assist me?

Yannick

Steven @Utsav and his team in charge of that template will answer back soon. Thanks for posting

Utsav

so this looks like a small issue with tab names

2 tabs are transferred from the Income sheet to the Budget vs Actuals master sheet

income detail
forecast detail

See images below

It appears that in the income analysis tab on the master sheet there is a wrong name on the formula - see image below

The correct name should be forecast detail - you will need to change this in the formula - see image below

Once you do the fix on the formula remember to drag the formula down the columns so that it applies to all the cells in the column - all columns marked as Forecast will need this change applied

Hope this helps