This help article is for our Budget Template version 1.0. 

As of May 17, 2018 we have released the version 2.0 of this template, which you can learn about here. Version 2.0 of this template automatically creates and archives budget periods for you!

The Budget Archive Sheet provides reporting on your past budget periods. The data is pulled from the Budget History sheet, which captures your saved budget data. To review a budget archive choose an archived budget to review using the drop down in the top right corner of the Budget Archive sheet. 

The Budget Archive will display your data similar to the way it’s displayed on the Budget Dashboard. You’ll see it organized by Income and Expense and then your groups and categories within each of those types. You’ll see the actual, planned, and remaining values for each category as they were when the budget was archived.

To the right, you’ll see the details about the budget including the period and when it was saved as well as your net cash flow and remaining expense budget for that period.

Note: The data you see here is exactly as it was when you archived it from the Budget sheet. If you have since changed categories or updated any transaction data from that period it will not be reflected in these historical records. 

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