By Derek Krebs | Partner, Certified Instructor & Senior Consultant | MSX Group, LLC

Microsoft Forecaster 7.0, while typically used for revenue and expense budgeting, can also be used for balance sheet and cash flow budgeting. In setting up the necessary input screens and reports, numerous calculations are required in order to properly tie the balance sheet accounts together with the income statement accounts. Derek Krebs has published a helpful guide detailing setup considerations.

 On the right-hand side of the screen, there is a link for the PDF detailing the Balance Sheet and Cash Flow Budget Setup in Microsoft Forecaster 7.0

Please contact Derek if you have any questions (Derek.Krebs@MSXGroup.com). 

The information contained in this document should be considered guidelines and should not be construed as being all inclusive. Please refer to documentation provided by Microsoft for official software application instructions.