Trend-Based Budget Planning: Overview, Guidance, and Instructions

Trend-based financial planning and forecasting use patterns in historic data to develop estimates. You have the option of choosing different trends for individual account categories. In this video*, you'll learn about the different trend selections, the scenarios in which each trend might be applicable, and step-by-step instructions on how to choose a planning trend.

See also KB0010489 Select Trends for Individual Account Categories.

* The information in the video was also presented during the April 7, 2026 Planning Office Hour.