1.4.2 Modifying the draft (chat or in the document)

When you want to change something in the draft, click Modify. There are two ways to make changes.

Modify via chat

Type natural-language requests, for example:

• "Increase landscaping by 5% across all months."
• "Set management fee to $3,739.68 per month per the new contract."
• "Zero out the special assessment line — it ended last year."
• "Add a new GL line for Elevator Maintenance at $500/month."
• "Use current year budget for GL 6200 instead of historical average."

The agent applies the change, re-renders the workbook, and shows you a before/after summary. You can also add a brand-new expense line during Modify — even a GL with no prior Vantaca history — and the agent will create the row for you.

Modify directly in the document

Click a cell in the on-screen budget table and type a new value. Once you click "Modify & Review," the change is captured, the workbook re-renders, and the Notes column stays put unless you edit it directly. No more messing up Excel formulas. When workbook protection is on, the formula and actuals cells are locked and the proposed-year cells stay editable, so you can change the proposal without breaking the linked totals.

Every modification is tracked and auditable — you can see every change the agent made vs. every change you made.

Re-run or modify?

A quick rule of thumb:

• Modify when the structure is right and you're adjusting numbers, methods, or notes on specific lines — it's fast and keeps your audit trail.
• Re-run when a configuration change should apply (a setting in Budget Setup UI settings), or when new source data — a contract, a reserve study, fresh actuals — has landed in Vantaca since the last run. Configuration changes only take effect on a new run.

A note on columns

Adding or removing columns on the budget sheet isn't supported today. You can still toggle the built-in columns (Current Year Budget, YTD, Remaining, Projected, Proposed Budget, Variance (%), Budget vs Projected Net Change) from Budget Setup. For anything beyond that, email [e-mail] — see Troubleshooting & FAQ.

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↩ Part of Reviewing & modifying the draft · Budgets — Start here