This article refers to the budget version of Figured. Our most recent update, the Rolling Plan, will be the only supported version moving forward. If you've not done so already, please begin preparing to migrate your farm using the migration wizard on your dashboard, or speak to your accountant if you are unsure how to proceed.

Figured allows you to build budgets & forecasts on either a cash or accrual basis, and then easily switch between the two views. As a result, this can mean that a transaction made on an accrual basis in one financial year, has its accompanying cash date fall into the next year. 

To include this transaction into the following year's budget, you can use our Season Overflow tool.

Within your Planning grid, the Season Overflow tool allows you to overflow any budgeted or forecasted data that spans two financial years.

You're able to select to overflow data from either your budget or your forecast, as well as if you wish to overflow production/stock related data.

This will overflow any transactions affected (as set by the account's payment period that you've set in the Account Configuration screen.)

For more information on budgeting in Figured, check out this article.

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