The Phoenix Financial Management System includes an integrated Budget system incorporating a spreadsheet similar in appearance to many spreadsheet applications currently available. Its capabilities complement the Phoenix in the following areas:
•Comprehensive budget planning facilities.
•Single year and multiple year budgeting.
•Projected budgeting.
•Sophisticated what if analysis to fine tune activities.
•Cash flow reporting, graphing and printing.
•Set up of Categories and Sub-categories.
•Set up of multiple accounts.
Within Phoenix there are two levels of Budgeting - Budget Planner and Power Budgets.
Budget Planner is the budgeting program that comes standard with Phoenix Lite and Phoenix Financial.
Power Budgets is optional for Phoenix Lite and Phoenix Financial users but is standard for Phoenix Financial Pro Users.
While Budget Planner is a comprehensive cashflow budgeting tool, Power Budgets takes it to the next level, allowing for multi sheet budgeting, as well as full Enterprise and GST budgeting.
Feature
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Budget Planner Phoenix Lite
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Budget Planner Phoenix Financial
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Power Budgets Phoenix Financial & Financial Pro
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Cashflow Budgeting
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Customisable Budget period up to 5 years
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Customise the view of your Budget
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Load Actuals figures into Budgets
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Load Projected Budgets – combine Actuals & Budget figures into a budget sheet
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Merge two Budgets into one
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Automatic Interest Rate Calculation
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Budget using multiple accounts
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Quickly edit a range of budget cells with the easy to use Factor tool
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Calculate the values in your Budget using Worktables
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Expandable Worktables
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Save your Budget in a number of common formats such as .pdf & .csv files
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Easily email your budget to non Phoenix Users
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Plan out your season with the Use of Planning Tables
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Utilise Multiple Sheets within a single budget
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Budget to an Enterprise Level
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Calculate GST Payments & Refunds in your Budget
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Budget GST Inclusive or Exclusive and easily switch between the two
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Graphs & Charts at the click of a button
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Variable reporting period independent of Budget Period
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1.Close out of the Budget program that you have open. 2.Get to the Phoenix Suite screen. 3.From the Menu selection click on Tools, then Options 4.You will then be shown the following screen:
5.Select the Budget program you wish to use and click OK. Next time you click on the Budget button on your Toolbar the nominated Budget program will open.
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This section covers:
The Screen
The Budget Concept
Budget File Procedures
Setting up the Cash Book
Budget Properties
Budget Reports
Glossary