What You’ll Learn: This article is for Editors and Contributors using Operational Budgeting. It explains what you need to know to manage monthly distributions across the Worksheet.
When to Read This: Read this article after creating Annual Shapes.
Manage how monthly distributions display across the Worksheet by setting Default Distributions or applying Saved Templates.
- Select Settings.
- Select Monthly Spread.
- Change the Default Distribution on all new accounts or edit, rename, and delete your saved templates.
- Select Save Changes.
Note: Select the pencil icon to edit a Saved Template or the trash can icon to delete it. Every shape edited will re-spread across associated accounts.
Ready to Learn More?
- Check out the article: Operational Budgeting - Monthly Budgeting.
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