When it comes to filling in your budget worksheet, it’s important to understand the distinction between the classical budgeting calculation (% increase or decrease based on previous year figures), versus how the modeling projections are determined:

• With the classical budgeting tools, CU*BASE calculates individual branch G/L figures, one month at a time, using previous year data, then shows you the total of those figures on the screen – it does not figure a total then spread it among the branches.
• But for projecting asset and liability balances it’s just the opposite – CU*BASE figures a total (there are several methods from which you can choose), then spreads that amount across all branches/months.

Review the Budgeting with CU*BASE booklet (see the link below) for details about how projections are spread across branches.