Budgets and Forecasts

Budgets and Forecasts
IN THIS SECTION Overview Joiin Budgets External Budgets Viewing Budgets Filtering Clearing Filters Column Sorting and Ordering Sorting Selecti...
Fri, 13 Feb, 2026 at 1:45 PM
Creating a Budget Manually
IN THIS SECTION Overview Adding a Budget Manually Enter budget details Adding Data Entering Data manually Auto Fill Importing a data file Step 1 ...
Mon, 9 Feb, 2026 at 11:17 AM
How to report on Forecasts
You can present forecasted data that you have prepared elsewhere on your Joiin reports, if these are created in Xero or QBO they will be brought into Joiin ...
Sat, 12 Jul, 2025 at 12:38 PM
How to create a category/class/location wise budget
Joiin takes in category/class/location data from Xero and QuickBooks automatically (as well as any budgets you have for the categories/ classes/ locations)....
Fri, 31 Mar, 2023 at 9:36 AM
How to create a budget in Joiin
Joiin will automatically draw in any budgets that users save in QuickBooks and Xero.  However, if required you can create a group budget or additional b...
Mon, 20 Jan, 2025 at 10:04 AM