An automation breakthrough for Excel budgeting!
Now for the first time you can create your budgeting
structure on-the-fly in real time, integrated with your accounting system!
Version 3.40 PerpetualBudget marks the completion of a year long development
to fully automate the process of budget creation using your accounting
system as the baseline.
The program provides these capabilities:
- Imports GL structure and data from an Excel file.
- Creates new data templates on-the-fly.
- Replaces all data worksheets in the project.
- Restores all data from the program managed database.
In plain language this means you can create a new budget
based on your GL Chart of Accounts using this automation method. When your
GL structure changes, you simply re-run
pbNOW and all budget
workbooks are updated, automatically. No data is lost and no manual re-work
If you want to better understand the process flow, follow
the logical steps in the diagram below.
This whole operation from start to finish takes about five
minutes, depending on the complexity of your GL structure and the number of
workbooks/worksheets in the budget project. This technique is another
example of the benefits of data portability created by PerpetualBudget. The
v3.40 release contains many new features. Read
about them here.