Edit a forecast or budget
Select Forecasts.
Open the Forecasts list tab.
Select the forecast you'd like to edit.
Click the forecast title to open and edit the forecast
You can now view and edit the forecast.
đ NOTE: If you can't edit a published P&L budget, another user has locked it.
Controls
Select Controls to access extra forecast options. Depending on the forecast type, the following options are available:
Show unused accounts: Show or hide accounts with zero values
Compact view: Reduce the amount of space used by the forecast
Show decimals: Display values with decimal places
Bulk update predictions: Turn all predictions on or off
New forecast: Return to Forecasts to create a new forecast
Delete: Delete the forecast
Export to Google Sheets: Export the forecast to Google Sheets
Export to Excel: Export the forecast to Excel
Settings: Manage forecast settings, including default accounts and VAT settings
Display options
Depending on the forecast type, you can change how to display the forecast.
Available options include:
Turn Cash flow view on or off
Expand or collapse account groups
Turn individual predictions on or off
Add or edit predictions
Select New prediction to add a prediction.
You can create:
Manual predictions
Imported predictions from Google Sheets
Upload predictions from Excel
For more information, check the add predictions to a forecast guide.
To edit a manual prediction:
Expand the relevant account.
Select the Edit icon.
Depending on the prediction type, you can:
Edit the prediction
Create a quick copy
Rename the prediction
Delete the prediction
đ NOTE: You can't edit or delete imported predictions directly. To make changes, update and resynchronise the Google Sheets template instead.
Prediction explanations
If you created the forecast using auto-predictions, turn on prediction explanations to see how predictions generate.
Forecast checklist
Use the Checklist panel to help complete your forecast.
Forecast tabs
The tabs available depend on the forecast type.
P&L budget
Sales
Costs
Expenses
Other Profit & Loss
Profit & Loss
3-way forecast
Invoices (if the option Use individual due invoices has been selected when creating the 3-way forecast)
Sales
Costs
Expenses
Other Profit & Loss
Assets
Liabilities
Profit & Loss
Balance Sheet
Cash Flow Statement
Display duration options
đ NOTE: Display duration options are only available for 3-way forecasts. P&L budgets display monthly.
3-way forecast
Select Show forecast data from to choose when the forecast data starts, and where actual data finishes.
You can also choose to display data by:
Monthly
Weekly (Monday to Sunday)
Weekly (Sunday to Saturday)
Invoices
The Invoices tab is available in 3-way forecast created using individual due invoices. Use this tab to manage how unpaid invoices and bills affect your forecast.