---
title: Budget / Forecast | Knowledge Center
description: Plan ahead by building budgets and forecasts directly within Reach. Learn how to compare actuals vs budget and visualize future performance.
---

[Skip to content](https://knowledge.reachreporting.com/budget-forecast#main-content)

![Asset 1.png\]](https://knowledge.reachreporting.com/hs-fs/hubfs/Asset%201.png?height=22&name=Asset%201.png)

Open main navigation

Close main navigation

- [Go to reachreporting.com](https://reachreporting.com/)

[Go to reachreporting.com](https://reachreporting.com/)

 How can we help improve your Reach?

- There are no suggestions because the search field is empty.

1. [Knowledge Center](https://knowledge.reachreporting.com/)
2. [Budget / Forecast](https://knowledge.reachreporting.com/budget-forecast)

# Budget / Forecast

 Plan ahead by building budgets and forecasts directly within Reach. Learn how to compare actuals vs budget and visualize future performance.

## Getting Started

- [Budgets Pro vs Excel Budgets](https://knowledge.reachreporting.com/budgets-pro-vs-excel-budgets-)
- [How to Create a Budget](https://knowledge.reachreporting.com/how-to-create-a-budget)
- [How to Create an Excel Budget in Reach Reporting](https://knowledge.reachreporting.com/how-to-create-an-excel-budget-in-reach-reporting)
- [How to Create a Forecast](https://knowledge.reachreporting.com/how-to-create-a-forecast)
- [Budgets by Class](https://knowledge.reachreporting.com/budgets-by-class)
- [Multi-Year Budget Creation Guide](https://knowledge.reachreporting.com/multi-year-budget-creation-guide)

See less ▼

## Integrations

- [QuickBooks Online Budgets](https://knowledge.reachreporting.com/quickbooks-online-budgets)
- [Sync XERO Budgets and Automatically Update With Reach Reporting](https://knowledge.reachreporting.com/sync-xero-budgets-and-automatically-update-with-reach-reporting)

## Using Budgets/Forecasts

- [Row Drivers in Budgets/Forecasts](https://knowledge.reachreporting.com/row-drivers-in-budgets/forecasts)
- [Mastering Budgeting with Reach Reporting’s 3-Way Planning Tool](https://knowledge.reachreporting.com/mastering-budgeting-with-reach-reportings-3-way-planning-tool)
- [Budget/Forecast Data Sheets](https://knowledge.reachreporting.com/budget/forecast-data-sheets)
- [How to Update Your Budget Chart of Accounts](https://knowledge.reachreporting.com/how-to-update-your-budget-chart-of-accounts)
- [Budgeting with Reference Data](https://knowledge.reachreporting.com/budgeting-with-reference-data)
- [Planning for Accounts Receivable, Accounts Payable, and Inventory Turnover](https://knowledge.reachreporting.com/planning-for-accounts-receivable-accounts-payable-and-inventory-turnover)
- [Budgets and Forecasts in the Client Portal](https://knowledge.reachreporting.com/budgets-and-forecasts-in-the-client-portal)

See less ▼

- [General Info](https://knowledge.reachreporting.com/general-info#main-content)

    - [Company Settings](https://knowledge.reachreporting.com/general-info#company-settings)
    - [Billing](https://knowledge.reachreporting.com/general-info#billing)
    - [Troubleshooting](https://knowledge.reachreporting.com/general-info#troubleshooting)
- [Integrations](https://knowledge.reachreporting.com/integrations#main-content)

    - [QuickBooks Online](https://knowledge.reachreporting.com/integrations#quickbooks-online)
    - [XERO](https://knowledge.reachreporting.com/integrations#xero)
    - [Digits](https://knowledge.reachreporting.com/integrations#digits)
    - [QuickBooks Desktop](https://knowledge.reachreporting.com/integrations#quickbooks-desktop)
    - [CSV Trial Balance](https://knowledge.reachreporting.com/integrations#csv-trial-balance)
    - [Gusto](https://knowledge.reachreporting.com/integrations#gusto)
    - [MYOB](https://knowledge.reachreporting.com/integrations#myob)
- [Workspaces](https://knowledge.reachreporting.com/workspaces#main-content)

    - [Companies](https://knowledge.reachreporting.com/workspaces#companies)
    - [Users](https://knowledge.reachreporting.com/workspaces#users)
    - [Troubleshooting](https://knowledge.reachreporting.com/workspaces#troubleshooting)
- [Dashboards](https://knowledge.reachreporting.com/dashboards)
- [Reports](https://knowledge.reachreporting.com/reports#main-content)

    - [Getting Started](https://knowledge.reachreporting.com/reports#getting-started)
    - [Report Builder Elements](https://knowledge.reachreporting.com/reports#report-builder-elements)
- [Metrics/Statement Builder](https://knowledge.reachreporting.com/metrics-statement-builder#main-content)

    - [Display Options](https://knowledge.reachreporting.com/metrics-statement-builder#display-options)
    - [AR/AP Aging](https://knowledge.reachreporting.com/metrics-statement-builder#ar-ap-aging)
    - [Customizing a Metric](https://knowledge.reachreporting.com/metrics-statement-builder#customizing-a-metric)
- [Sheets](https://knowledge.reachreporting.com/sheets)
- [Budget / Forecast](https://knowledge.reachreporting.com/budget-forecast#main-content)

    - [Getting Started](https://knowledge.reachreporting.com/budget-forecast#getting-started)
    - [Integrations](https://knowledge.reachreporting.com/budget-forecast#integrations)
    - [Using Budgets/Forecasts](https://knowledge.reachreporting.com/budget-forecast#using-budgets-forecasts)
- [Consolidations](https://knowledge.reachreporting.com/consolidations)
- [Client Portal](https://knowledge.reachreporting.com/client-portal)
- [AI Enhanced Reporting Info](https://knowledge.reachreporting.com/ai-enhanced-reporting-info)
- [New Features and Updates](https://knowledge.reachreporting.com/new-features-and-updates)

[![Chill listening crop-3](https://knowledge.reachreporting.com/hs-fs/hubfs/Mark%20Blue%20transparent-100.jpg?width=55&height=55&name=Mark%20Blue%20transparent-100.jpg "Chill listening crop-3")](https://reachreporting.com/)

Reach Reporting Help Center

Copyright © 2026, Reach Reporting