FAQ: Can I save my forecast as a budget?

Yes, the main forecast or a scenario can be saved as a company’s full budget or as part of a company’s budget. There are two ways to save your forecast as the company budget in Fathom.

From within forecasting, you can:

  1. Go to the main forecast grid
  2. Click on the bolded ‘Forecast rolling from’ date in the upper right corner of the header
  3. Select ‘Save forecast as budget’

4. A menu will pop up where you can choose to save the main forecast or a scenario forecast as the budget. You can also choose to replace the existing budget entirely or partially.


You can also save your forecast as your budget from within ‘Step 1 - Update Data’ of your company’s Settings. To do this:

  1. Go to the ‘Budget’ section in ‘Step 1 - Update Data’
  2. Select ‘Add to budget from forecast’
  3. Choose to save the main forecast or a scenario forecast as the budget. You can also choose to replace the existing budget entirely or partially.

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