When you create a 1 year P&L forecast or 3 year cash flow forecast, you can copy it from one of your existing forecasts.
πNOTE: This feature isn't available when creating a 3 year cash flow with due invoices.
Click the Forecasting tab.
Click one of the following options:
Click Create from an existing forecast.
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βA dropdown appears for you to choose the forecast you want to duplicate from.
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β
Select the forecast you want to copy.
βEnter the name and start date, then click Create new.
You now have a copy of a forecast that you can amend.