The Merge Budgets feature in GATHER lets you bring together multiple existing budget structures into a single consolidated budget. Use this option when you want one combined planning view while still keeping alignment to your Group Reporting Template (GRT).
When merging budgets, ensure that your Group, GRT, and at least two existing budgets are already defined so the process runs smoothly.
Steps to configure Merge Budgets
Open the Budget Interface
Go to Group Financial Planning → Group Budget.
Start a New Budget
Click Add Budget to open the budget creation window.
Enter core details
Add your Budget Name, select the Group, choose a GRT, and set your Budget Year, Budget Period (Monthly, Quarterly, Semi-Annual, or Annual), and Amount Format (Full, K, M, B).
Enable Merge Budgets
In the advanced options section, switch on Merge Budgets.
Select which existing budgets you want to combine.
Save
Click Add to create the merged budget.
The merged budget will appear in your Group Budget list.
Managing merged budgets
Managing merged budgets
Once created, merged budgets appear in your main list. From here you can:
Edit – update budget details.
Copy – duplicate for a new year or scenario.
Delete – remove if no longer needed.
Budget vs Actuals – run a consolidated variance report.
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