Whilst Futrli Advisor offers great options for building budgets and forecasts, sometimes you might just want to start fresh! Using this option will build a brand new forecast with no forecast items at all.
The balance sheet accounts will take your last available actual data as reference for their opening balances. So for example, let's say you are in the month of January, but your forecast is set to start in June. The opening balances will be the last completed period, so if the forecast is set up to show as monthly periods, the last completed month is currently December. Once January completes, those opening balances will be updated!