Brokerage lines of business: Leasing, Capital Markets, Debt & Finance, Valuation, International. Every non-compensation expense, $K. 2026 base = Jan–Oct actual + Nov–Dec run rate (Jan–Oct ÷ 10 × 2).
What this shows: how I run a non-comp budget: each cost type is forecast its own way and owned by someone, cleanup and savings are entered line by line, contracts are reviewed vendor by vendor, and every dollar is traced to who pays for it. All vendors, owners and figures are made up.
Enter cleanup to the 2026 base (one-offs, wrong-year items) and the agreed 2027 saving in $K; negative = lower. Events come from the finished conference and event budget; contracts roll up from the Contracts tab.
FY base, $K. Click a cost type row to see its accounts.
Invoice lines flagged as contracts, last twelve months (TTM). Set the 2027 amount ($K) and the decision for each contract; blank keeps the TTM spend. The total flows into the Contracts row of the budget. Vendor names are generic.
From the funding flag on each invoice: broker allowance, charged to the business, or client reimbursed. Everything else (journals, unflagged invoices, allocations) is corporate.