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Yes, you can

Yes, the main forecast or a scenario can be saved as an individual 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
From within 'Step 1 - Update Data' of the company's Settings

📝 Note: You cannot save the forecast of a consolidated group as the group's budget. Instead, the budget for the consolidated group will always roll up from the underlying entities in the group.

Saving from the forecasting grid

From within forecasting, you can:

Go to the main forecast grid
Click on the bolded 'Forecast rolling from' date in the upper right corner of the header

.
Select 'Save forecast as budget'
A menu will pop up where you can save the main forecast or a scenario forecast as the budget.

💡 Pro Tip: If you've imported an existing budget from your source accounting system or Excel, you can also replace only part of your existing budget with your forecast.

📝 Note: The 'Replacement Options' in the screenshot above will only appear if you have imported an existing budget from your source accounting system or Excel. They will not appear if there is no existing imported budget or the budget is already sourced from the forecast.

Saving from the company's Settings

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

Go to the 'Budget' section in 'Step 1 - Update Data'
Select 'Add to budget from forecast'
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.

Additional knowledge & common questions: