OneWayFinancial Budgeting and Forecasting

Fiscal year

Applies to every page in this app.

Departments

My budget rows

Only departments authorized for your Microsoft account are returned by the server.

Export departments

Loading Your Planning Data

Pulling your department access and planning data from Airtable.

Plan narrative

Fiscal year narrative

Add the story behind the plan for this department and fiscal year.

Department Narrative

0 / 100,000 characters Saved by department and fiscal year.

Attachments

No attachment saved.

Spread amount

Spread over 12 months

Enter either an annual amount to divide across 12 months, or a monthly amount to copy into every month.

Annual Amount

Monthly Amount

Projected expense

How should this change apply?

Some of the changes you made affect projected entries. Do you want the changes you made to impact only this year, or future years too?

Outyear projection

Project this expense forward

Including FY2027, how many years should this expense be projected forward?

Years to project

Guided plan builder

Build the detail, roll up the plan.

First confirm the correct planning year. The way to plan in this system is by project. First think of the project you are planning for, and then select the account for the expense type. Add each expense within this account line by line, using the "Add Another Expense to this Account" button to add additional lines. BE DESCRIPTIVE!! Enter things like vendor name, type of work, plan details. Your comments will be saved in the system and be available to you always.

Department Project

Account

Vendor/detail lines - Examples for planning in GAAP!

Add multiple lines when several vendors or explanations belong to the same account.

Sign in to load your budget.

The app will only request rows for departments connected to your signed-in account.

Please don't forget to lock in your final entries using the button below!

Department

Search project tree

Search narrows the tree and keeps parent branches visible.

No projects found.

No active projects are led by the selected department.

No rolling forecast rows yet.

Use Guided entry or Plan Grid to add budget rows, then come back here to preview the rolling view.

OneWay Planner - FY2027 BUDGET DEADLINE IS AUGUST 7TH.