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Forecasting

Predict the future with our forecasting engine.

Forecasting - Getting started

  • An introduction to forecasting
  • How do I build a forecast?
  • How do I create a new forecast item?
  • Creating a new forecast item: Your options
  • Entering your organization's default forecast settings

Navigating forecasts

  • A guided tour of a forecast set up
  • The 'Workings' tab
  • The 'Profit and Loss' tab
  • The 'Balance Sheet' tab
  • The 'Cashflow' tab

Forecasting Methods

  • Your forecasting options
  • 'Create from Scratch': 'New'
  • 'Create from Scratch': 'What-If'
  • 'Create from a CSV import'
  • 'Create from Last Year’s Actuals': 'Quick Create'
  • 'Create from Last Year's Actuals': 'Advanced'
See all 8 articles

Importing a Budget/Forecast

  • Importing a budget from Xero
  • Importing a budget from QuickBooks
  • Importing a budget from a spreadsheet
  • Uploading CSVs into Futrli Advisor: Forecast/Budget

Forecasting Loans

  • An introduction to the loan wizard
  • Forecasting new loans
  • Forecasting existing loans

Further Information

  • Forecasting deferred VAT payment
  • How to edit a forecast item
  • Adjusting payment terms in your forecast item
  • Exporting the full forecast
  • Choose when actual data replaces forecasted data in a forecast
  • Updating the date range or the start date of a forecast
See all 27 articles
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