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Copy an existing forecast

How to duplicate an existing forecast to create a new one.

Futrli Support avatar
Written by Futrli Support
Updated over a week ago

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.

πŸ“ŽNOTE: This feature isn't available when creating a 3 year cash flow with due invoices.


  1. Click the Forecasting tab.

  2. Click one of the following options:

  3. Click Create from an existing forecast.
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  4. A dropdown appears for you to choose the forecast you want to duplicate from.
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    Select the forecast you want to copy.
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  5. Enter the name and start date, then click Create new.

You now have a copy of a forecast that you can amend.

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