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Budget Rules let you express how a number should spread or derive instead of typing it cell by cell: allocate a pool across departments, drive one account off another, or apply a percentage across periods.

What rules can do

  • Allocate a total across departments, accounts, or periods by weight or driver.
  • Derive one line from another (for example, a percentage of revenue or headcount).
  • Spread an annual figure across months with a chosen shape.

Building a rule

1

Describe it

Define the target, the source, and the allocation logic. You can ask Nova to draft a rule from a plain-language description.
2

Preview

See exactly which cells the rule will write before you apply it.
3

Apply

The rule populates the plan and re-applies when the source changes, so allocations stay consistent.