Forecast items can be created against any account within your organization's chart of accounts on Futrli Advisor, with the exception of special-cased accounts such as retained earnings.
Video: How to create a new forecast item for an account
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How are forecast items created?
To create a new forecast item, you will first need to locate the account against which the forecast item will be added to. There is a search bar in the top right which can be used, otherwise, the account will be located as per the chart of accounts:
Pressing the green plus sign adjacent to the account in question will load the window where you can create your forecast item:
This help guide runs through your forecast item options!