By default, it is possible to enter values for the budget or forecast input form on an annual basis, on a monthly basis, or using both. Breakdown rules determine how the value entered on an annual basis is distributed over the months.

When a value is entered on an annual basis, it is either

  • evenly distributed over all months (SameToAll) OR
  • divided into months in relation to a distribution, eg in relation to the previous year's monthly figures (In Propotion) OR
  • fully directed for the first month of the financial year


A breakdown rule can be set similarly for the entire input form. In addition, individual breakdown rules can be created for individual accounts or account groups. For example, one account may use even distribution, while to an another account proportional distribution might be a better option. Breakdown rules can also be set for the same account on a cost center basis.


Managing breakdown rules

Input form breakdown rules can be added or edited by following these steps:

1. Open the input form (Data > Input forms)

2. In the input form, select the row or account by activating the cell in the year column

3. In the toolbar, select Break Rules and below it, 'Edit split rule for Selected Cell'


The selection opens the breakdown rule window


At the top of the window, you can see which business unit, account, and data level is affected by that sharing rule. This can be edited with the 'change' button on the top right corner.

If the same breakdown rule is wished to be used on all lines and at all organizational levels in the budget input form, the 'change' button can be used to select all companies as the business unit and all balance sheet and profit and loss accounts as the accounts.


Even distribution over all months

The even distribution of the values entered on an annual basis is done with the breakdown rule SameToAll.

  1. In the Breakdown Rule window, in the Split rules field, select Default
  2. Select SameToAll as the default breakdown rule
  3. Press 'OK'


Relative distribution based on the previous year´s actuals

If you want the values to be distributed over the months in a ratio other than even distribution, use the division rule 'In Proportion'.

  1. In the Breakdown Rule window, in the Split rules field, select Default
  2. Select In Proportion as the default breakdown rule
  3. In the Data Level row, select the data level against which the values are divided into months. In this example, the values to are distributed based on the previous year's actuals
  4. In the Date row, select the period from which the split ratio is taken. If the previous year's ratio is used, select YearOffset and enter -1 in the Offset field
  5. If no values are found for the chosen data level and time period, line “If source values are empty then use this mode:” specifies which other breakdown rule is used in this case. Example below uses even distribution ('SameToAll')
  6. Press 'OK'



Directing all values for the first month

If all the values entered on an annual basis are to be directed for the first month of the financial year, the breakdown rule 'AllToFirst' should be used.

  1. In the Breakdown Rule window, in the Split rules field, select Default
  2. Select AllToFirst as the default breakdown rule
  3. Press 'OK'