Forecast

Set your forecast start and move it to re-forecast through the year

Forecasts recompute as you update the Forecast Start and bring in new actuals.

Create forecasts from the forecast start month. The period before the purple line includes actuals.

Throughout the year, you can move the forecast start to re-forecast based on new actuals, e.g., monthly, quarterly, or bi-annual.

You can save forecast versions if you wish to archive them for later use, e.g., in charts and reports.

Setting the forecast date for your financial model

Example: Set Forecast Start to January for a start-of-year budget.