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Say Hello to Improved Budgeting!

Ever had a payment delayed? Or a project that starts a month later than originally planned? In Float, this often means updating your budgets to reflect this new reality. For a lot of people using Float, this was making the task of keeping their forecast up to date a time-consuming process.

Updates made easy

We’ve made this process easier than ever thanks to a number of improvements to how you create and edit budgets in Float. Now, you can move individual, or multiple budgets by simply changing the date that they’re set to start and end. Want to roll your budget over to the next month? No problem! No more deleting and re-creating budgets.

If it’s a single budget you want to change, you’ll be able to quickly and easily update the date, the value, delete or ignore it, or quickly add another individual payment.

If you want to move more than one budget, you can use the new ‘Batch Update’ option. This allows you to edit multiple payments within a date range.

If you’ve got regular payments where the value varies, it’s even easier to forecast this in Float. You can quickly update these values by clicking to edit each budget occurrence.

More accurate payroll budgeting

Ever wanted to set a weekly or 2-weekly budget to start on a specific date in the month? Maybe you want to set your 2-weekly payroll to start on the 21st? Well, now you can! Simply by choosing the dates you want these budgets to start & end.

These improvements should make it even easier to keep things up to date, and ensure that your forecast is as accurate as it can be. Check out the video below to see this update in action:


As always, we’d love to know what you think – if you’ve got any feedback, feel free to send us a note through the chat window in Float.

Want to try out the improved budgeting in Float? Log into your Float account or start your free trial today!

Catriona Bane

Marketing Executive with a passion for helping small business owners get to grips with their cash flow.