Copy an existing forecast | Futrli Platform Help Centre

When you create a 1 year P&L forecast or 3 year cash flow forecast, you can copy it from one of your existing forecasts.

📎NOTE: This feature isn't available when creating a 3 year cash flow with due invoices.

Click the Forecasting tab.
Click one of the following options:
- 1 year P&L
- 3 year cash flow
Click Create from an existing forecast.
A dropdown appears for you to choose the forecast you want to duplicate from.

Select the forecast you want to copy.
Enter the name and start date, then click Create new.

You now have a copy of a forecast that you can amend.