In the rolling forecast, past months are automatically replaced with the actual Actuals.
This has a direct effect on how budgets can be edited:
Single budgets can also be adjusted or deleted retroactively.
Recurring budgets in past months (e.g. April 2025) can no longer be edited.
Changes or deletions are possible from the current period onward.
Example:
A user wants to delete a budget from July in August. This is no longer possible in the rolling forecast, because July has already been locked in as Actuals.
How to proceed with changes:
If agreements with a business partner change or other amounts are needed, it is recommended to create a separate Plan:
Copy the current Forecast into a new Plan using the Plan function.
Make the desired changes in the new Plan.
If needed, use this Plan as the basis for further planning.