Qvinci now syncs budget data for the entire current year, rather than just year-to-date. This is achieved with a new rolling date range Year to End. Please note that this date range does not sync future actuals, only future budgets.
Qvinci can only sync budget data from QuickBooks. You can read more about syncing budgets from QuickBooks desktop
Annual Budget JumpStart Templates
The full current year budget data is now included in two of our JumpStart Templates in the Qvinci Gallery. To find the Qvinci Gallery a user simply needs to visit the Reports & Libraries tab > 1. My Reports > Qvinci Gallery tab.
The BvA YTD vs Annual Budget template provides a high-level overview of where your financials stand, compared to the annual budget. This bird's-eye view will allow you to quickly spot areas where performance does not meet forecasted expectations.
The BvA Year by Mo & Annual Budget templates contains these same columns, plus detailed columns for each month of the year so far to give a more in-depth look.
As always, you can use the Column Chooser to customize your BvA options.