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Do Projected Transactions Disappear When Actual Transactions Are Received?

Learn how Projected Transactions work alongside actual transactions and why projected values remain separate from transactions imported from your accounting software.

Understanding Projected Transaction and Actual Transactions

Before You Begin

  • Projected Transactions and Actual Transactions are managed separately within BCB.
  • Accounting software integrations only provide actual transaction data.
  • Projected Transactions are created and managed within BCB.
  • You can also manually create Actual Transactions inside BCB


Do Projected Transactions Clear When Actual Transactions Are Received?

No.

When transactions are imported from your accounting software, BCB records those transactions as Actual Transactions. Projected Transactions remain unchanged.

BCB does not:

  • Delete projected transactions.
  • Mark projected transactions as paid.
  • Match individual projected transactions to actual transactions.


Example:

You create projected material costs of $3,105.

Later, $1,000 of actual material purchases are imported from your accounting software.

BCB will display:

  • Actual Transactions: $1,000
  • Projected Transactions: $3,105

This allows you to compare what you expected to happen against what has actually occurred.

Why Doesn't BCB Remove the Projection?

Projected Transactions are used to forecast expected cashflow.

Removing a projection as soon as actual transactions are received would change the amount being compared against and reduce visibility of any variance between expected and actual cash movement.

For example, if you project $3,105 of material costs and only $1,000 has been recorded as actual transactions, BCB can highlight the difference between the projected and actual amounts.


Important Information

  • Projected Transactions are not automatically removed when actual transactions are imported.
  • Actual and projected values are compared at a category level.
  • Variances help identify differences between expected and actual cashflow.
  • A variance does not prove that a specific projected transaction has or has not occurred.
  • Differences should be reviewed to determine whether projections need updating or whether additional transactions have yet to be recorded.