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...
Mon, 28 Sep, 2026 at 7:13 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...
Mon, 28 Sep, 2026 at 4:09 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 via the forecasts page. Once added, the forecasts can be applied using the budgets toggle on reports. For more info on creating...
Mon, 28 Sep, 2026 at 4:08 PM