Budgee guides

Short videos and practical notes for common cash flow decisions.

Guides

Video thumbnail for How to create cash flow report packs in BudgeeCash flow reportingVideo: 1:22Read: 2 min

How to create cash flow report packs in Budgee

Turn a live cash flow forecast, its assumptions, and active scenarios into a professional report for the conversations that move a business forward.

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Video thumbnail for How to prepare your business for growth with cash flow forecastingPlanning for growthVideo: 1:47Read: 2 min

How to prepare your business for growth with cash flow forecasting

Use a cash flow forecast to price new work, plan the upfront cash gap, and put available cash behind deliberate growth.

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Video thumbnail for How to share a cash flow forecastSharing forecastsVideo: 1:15Read: 3 min

How to share a cash flow forecast

Invite the right people into one live cash flow forecast so everyone can review the same numbers and explore decisions together.

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Video thumbnail for What if customers pay late in a cash flow forecast?Late paymentsVideo: 1:13Read: 2 min

What if customers pay late in a cash flow forecast?

Move expected receipt dates to see which late customer payments create cash pressure.

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Video thumbnail for How to read a cash flow forecast quicklyForecast reviewVideo: 1:32Read: 2 min

How to read a cash flow forecast quickly

A forecast should show the biggest cash movements quickly so you can decide what needs attention first.

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Video thumbnail for How to move multiple bills in a cash flow forecastMultiple billsVideo: 1:12Read: 2 min

How to move multiple bills in a cash flow forecast

Move several bills or forecast items together when the same cash timing decision affects them all.

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Video thumbnail for How to move bills around in a cash flow forecastBill timingVideo: 1:24Read: 2 min

How to move bills around in a cash flow forecast

Move bills, receipts, and expected payment dates so the cash flow forecast reflects the real path through a tight week.

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Video thumbnail for How to forecast GST payments before they surprise youGST timingVideo: 1:46Read: 2 min

How to forecast GST payments before they surprise you

Put GST payments into the short-term cash flow forecast early, then review them alongside payroll, rent, bills, and expected receipts.

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Video thumbnail for Can I take money out of the business this week?Owner drawingsVideo: 6:24Read: 3 min

Can I take money out of the business this week?

Test whether the business can afford owner drawings or a large payment by looking at future cash, not only today’s bank balance.

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Video thumbnail for How to use cash flow scenarios for business decisionsScenario planningVideo: 4:22Read: 3 min

How to use cash flow scenarios for business decisions

Use cash flow scenarios to test hiring, spending, payment timing, and other decisions against the same short-term forecast.

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Video thumbnail for How to test rising costs in a cash flow forecastCost changesVideo: 2:52Read: 3 min

How to test rising costs in a cash flow forecast

Test uncertain cost increases as cash flow scenarios instead of treating one guessed number as the only possible answer.

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Video thumbnail for How far ahead should a cash flow forecast go?Forecast horizonVideo: 1:25Read: 3 min

How far ahead should a cash flow forecast go?

Choose the cash flow forecast horizon that matches the decision, from daily cash control to longer-term scenarios.

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Want to see the same workflows in Budgee?

Book a short walkthrough and see how Budgee turns Xero data into a practical short-term cash flow forecast.