How Can I set a Forecast to a Nominal Account rather than a Bank Account?

Written by Matthew Cawthra


Within one of Futrli’s Scenario section, you are able to amend which Account is debited/credited when setting up a Forecast by using the Advanced Options feature.

Open the Forecast to Edit

Once you have navigated to the Scenario section of Futrli, then found the Forecast Item in question, you will need to click the green cog adjacent to the Forecast, then click Edit to open the Forecast:

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Open the Advanced Options Feature

To open the Advanced Options, click Advanced Options which is in the bottom right of the window:

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Select the new Account

Within the Advanced Options, you will be able to select No Cash, then whether the Account will be debited or credited and also which Account will be debited or credited:

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