Existing Spreadsheets
If you currently use Excel for budgeting or planning you undoubtedly have made a big investment in templates used for these functions. PerpetualBudget can easily integrate your specialized templates into the system processing. You can see examples of some fixed structure templates used in the program as "drill-down" templates from the detailed P & L. We can do the same or similar technique with your templates. Contact Support at SBA for more information on how this works. If the template is of a general nature and might be useful to other customers, there is no charge to integrate it into PerpetualBudget.
Calculation Spreadsheets
Recently we added a feature to PerpetualBudget that allows you to integrate one calculation type spreadsheet per profit center (or cost center). This technique requires adding two or three new columns to the left margin of your existing worksheet. By encoding a line item account ID, organization ID and line item name on lines you wish to associate with your P & L, the program inserts formulas into the P & L worksheet at the correct cells to indirectly link the two worksheets. This technique is described in more detail here. The benefit to you is being able to customize how certain line items are calculated without the program having to "know" how it is being done. Contact Support at SBA for assistance.