Budgee product updates
Plain-English release notes for accountants, bookkeepers, business owners, and teams using Budgee for short-term cash flow forecasting.
Print-ready reports and transaction multi-select
This update strengthens Budgee's short-term and 13-week cash flow forecasting software with print-ready reports, saved snapshots, transaction multi-select, and cleaner Xero-connected forecast maintenance.
The update brings print-ready cash flow reporting into Budgee, adds faster multi-transaction forecast editing, and gives larger organisations cleaner controls for Xero-connected assumptions, scenarios, accounts, and daily cash flow review work.
Print Cash Summary, Profit and Loss, Statement of Cash Flow, Balance Sheet, and cash flow dashboard reports from Budgee.
Save point-in-time snapshots of supported cash flow views, including the active filters and scenarios.
Select multiple forecast transactions and update, archive, duplicate, delay, or drag them together.
Clean up old forecasts, overdue items, stale assumptions, missing forecast rows, and larger organisation views with clearer tools.
Print-ready financial reports
Budgee now makes it easier to turn a live cash flow forecast into clean, professional financial reports.
Users can prepare clearer cash flow reports for meetings, reviews, lenders, advisors, or internal planning without rebuilding the same information in spreadsheets.
For key organisation reporting views.
- Print Cash Summary, Profit and Loss, Statement of Cash Flow, Balance Sheet, and cash flow dashboard reports.
- Printed reports include clearer layouts, company names, report titles, period columns, section headings, totals, and balances.
- Choose the start date and number of periods to print so each report matches the review period.
- Dashboard printing waits for key dashboard report sections to finish loading before opening the print dialog.
Saved snapshots
Budgee now supports point-in-time snapshots for supported cash flow views.
Teams can preserve planning checkpoints, review past cash flow assumptions, and keep a clear record of key cash flow positions without relying on memory or manual screenshots.
For supported cash flow views.
- Save point-in-time snapshots of supported cash flow views.
- Capture the view setup, filters, and scenario state active when the snapshot is created.
- Keep a record of what was being reviewed during planning conversations, reporting checkpoints, or internal reviews.
- Return to a saved view later when past assumptions or cash flow positions need to be checked.
Transaction multi-select and bulk forecast actions
Users can select multiple forecast transactions and work with them together from a batch action bar inside the cash flow forecast.
Month-end cleanup, forecast updates, and planning adjustments are faster on organisations with lots of forecast transactions.
For forecast transaction workflows.
- Select individual transactions, a range of transactions, or matching visible transactions by contact, invoice or reference, category, or bank account.
- See a batch action bar with the selected count and total selected value.
- Delay selected forecasts or move them to today or a future date.
- Archive, duplicate, or drag selected transactions together as a group.
- Open Batch Tools with the selected transactions already targeted.
Cleaner forecast maintenance
Budgee now gives clearer tools for dealing with old cash flow forecasts, overdue invoices and bills, drafts, and stale assumptions.
Current-month cash flow planning can stay focused on what is still expected, instead of being cluttered by old forecast items.
For forecast setup and forecast table workflows.
- Clear old forecasts and drafts.
- Delay old invoices and bills to a chosen expected date.
- Archive or remove old forecast assumptions.
- Refresh stale forecast methods using newer actual results.
- Add missing forecast rows when a category, contact, bank account, or other row needs an assumption.
- See clearer guidance about why overdue forecasts may need to be cleared.
Better forecast rollups and repeat options
Cash flow forecasting has been improved for organisations that need more flexible planning and cleaner assumptions.
Detailed organisations can be simplified when needed, while repeat forecasting gives more control over how history is projected into a short-term cash flow forecast or cash flow projection.
For forecast method and assumption workflows.
- Roll customer forecasts up into category-level forecasts when an organisation has become too detailed.
- Use repeat-last forecasting with more repeat patterns, including monthly-style repeats.
- Use repeat-last-12-months forecasting as individual transactions, weekly totals, or monthly totals.
- See clearer forecast method menus with unavailable methods disabled.
- Review the date ranges used by forecast method options more explicitly.
Searchable pickers and cleaner archived items
Category, bank account, contact, and target selectors are easier to search and use on larger organisations.
Users can find the right item faster without letting archived categories or hidden accounts clutter day-to-day selections.
For selectors, filters, and scenario setup.
- Search category, bank account, contact, and target selectors.
- Keep archived categories out of normal picker lists.
- Still show archived categories where they are already used so existing transactions and forecasts remain understandable.
- Remove hidden bank accounts from normal selectors and views.
- Preserve existing uses of hidden accounts as Hidden account where needed.
More bank account control
Bank accounts now have more detailed visibility options and support more account types.
Organisations with clearing accounts, loans, offsets, investments, or other special accounts can stay cleaner without losing important history.
For bank account settings.
- Control whether a bank account appears in balance totals, available funds totals, transactions, selectors, and views.
- Use visibility icons to see whether an account is visible, partially hidden, or fully hidden.
- Work with more account types, including PayPal, loan, clearing, term deposit, offset, suspense, and investment accounts.
Richer financial reporting depth
Budgee's financial reporting views now share more consistent grouping, totals, cash flow dashboard summaries, and Balance Sheet context.
Users can move between Cash Summary, Profit and Loss, cash flow, Balance Sheet, and dashboard views with a more consistent reporting structure.
Across Budgee reporting views.
- Balance Sheet style reporting is available for business organisations with bank, asset, liability, and equity data.
- Cash Summary, Profit and Loss, Statement of Cash Flow, Balance Sheet, and cash flow dashboard reporting share more consistent groupings and totals.
- Cash flow dashboard reporting supports a wider reporting window and Balance Sheet summary widgets where enabled.
Improved view setup
Organisation tabs and views now have more flexible setup options for how financial information is displayed.
Views can be made cleaner and better suited to each report, review, or workflow.
For supported organisation tabs and reporting views.
- Control whether cents are hidden.
- Control whether balances are shown.
- Choose how empty rows are handled at different grouping levels.
- Use third-level hide-empty controls where the view supports them.
Scenario folder improvements
Cash flow scenario planning folders are more powerful and easier to maintain as plans are rolled forward.
Large scenario sets can stay organized when several timing, hiring, tax, funding, or growth options are under review.
For scenario planning workflows.
- Work with nested scenario folders.
- Duplicate grouped scenarios.
- Delete grouped scenarios.
- Shift scenario or folder dates forward while preserving recurring forecast timing.
- Use scenario sliders and grouped activation where the scenario setup supports them.
Improved accounting import experience
The Xero accounting import flow now gives clearer feedback while imports are running and more control over imported data.
Longer imports are easier to follow, and users get clearer choices around the Xero categories, bank accounts, and contacts brought into Budgee.
For accounting-connected organisations.
- Long-running imports show clearer progress messaging.
- Optional detail views provide more context while import work is running.
- Import options for Xero categories, bank accounts, and contacts are clearer.
- Xero-connected organisations also benefit from stronger import matching, forecast adjustment records, journal and overpayment handling, and balance diagnostics.
Smaller changes that make daily work smoother
These are the improvements customers may feel first because they reduce friction in searches, pickers, forecast upkeep, and scenario maintenance.
Faster day-to-day cleanup
Several smaller changes reduce the amount of manual work needed to keep an organisation tidy.
- Searchable pickers make large category, contact, bank account, and target lists easier to use.
- Archived categories and hidden bank accounts stay out of normal lists while existing uses remain understandable.
- Forecast rows can be refreshed, added, removed, archived, delayed, duplicated, or rolled up with clearer controls.
Cleaner reporting and views
Cash flow reports and organisation views have better setup controls and more consistent presentation.
- Printed cash flow reports include clearer headings, period columns, totals, balances, and company context.
- Cash flow dashboard printing waits for key sections before the print dialog opens.
- View setup includes hide-cents, show-balances, and hide-empty controls where supported.
Better planning structure
Scenarios, repeat forecasts, and account visibility controls are easier to maintain on larger organisations.
- Scenario folders can be nested, duplicated, deleted, and shifted forward together.
- Repeat forecasting supports more patterns, including monthly-style repeats.
- Bank visibility controls help special-purpose accounts stay out of the wrong totals or selectors.
See how the new workflows fit into Budgee.
Read the help centre for task-by-task guidance, or book a demo to see how the reporting and forecasting workflows fit into cash flow planning.