Budgets and Forecasts
IN THIS SECTION Overview Difference between Forecasts and Budgets Joiin Budgets External Budgets Viewing Budgets Filtering Clearing Filters Col...
Sat, 11 Jul, 2026 at 8:51 AM
IN THIS SECTION Overview Adding a Budget Manually Enter budget details Adding Data Entering Data manually Auto Fill Importing a data file Step 1 ...
Thu, 18 Jun, 2026 at 2:22 PM
IN THIS SECTION Overview Difference between Forecasts and Budgets How a 3-way forecast works Viewing Forecasts Filtering Clearing Filters Column...
Tue, 8 Sep, 2026 at 3:35 PM
Forecasts can be created within Joiin using the Forecast option in the Budgets & Forecasts section. This feature will use historical data alongside a se...
Tue, 1 Sep, 2026 at 5:05 PM
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
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
Run a report showing actual figures up to a chosen month, with forecasts filling in the remaining months of your financial year. 1. Run your selected re...
Tue, 19 May, 2026 at 10:53 AM
Forecasts can be created or uploaded to Joiin via the forecasts page. Once added, the forecasts can be applied using the budgets toggle on reports. For ...
Tue, 1 Sep, 2026 at 5:05 PM