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How can I include Actuals in my 3-Way Forecast?
How can I include Actuals in my 3-Way Forecast?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

To report the adjusted forecast for a Financial Year, taking into account Actuals for part of the year you can use the following report templates:

  • P&L with Projected Total vs Budget (Multi-Period)

  • Balance Sheet with Projected Total vs Budget (Multi-Period)

  • Bank Movement (Multi-Period)

Note:

The Cashflow Forecast only projects into the future, and you cannot include actuals into the report, therefore, if you wish to include actuals we recommend the Bank Movement Report.

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