Overcoming the Difficulties of Budgeting in Excel

Thursday, August 4, 2016 @ 12:00 PM EDT


Companies that use Excel in their budgeting process love the simplicity of the tool but also face serious inefficiencies. Inaccuracies, lack of standards, and time wasted importing and exporting to your Dynamics ERP solution can make budgeting with Excel painful and risky.

Join us to learn how Full Circle Budget works as an add-in that improves Excel budgeting by streamlining the process and overcoming many pitfalls and frustrations. It also saves budget amounts directly into Microsoft Dynamics ERP solutions from Excel. Companies realize a significant ROI by implementing Full Circle Budget when the current Excel budget process involves:

  • Budget entry templates are manually created in Excel, or manually formatted and cells locked after exporting templates from a software like Management Reporter or FRx
  • Budget totals are maintained by linking budget entry templates in Excel
  • It is necessary to copy and paste budget amounts from the original budget entry templates into a new file and different format to import a budget into Dynamics
  • It is time consuming to reconcile a budget after importing it into Dynamics

Join this webinar to learn how Full Circle Budget makes Excel based budgeting more efficient!


Chief Operating Officer and Co-Founder, T3 Information Systems