In Futrli, you can see historical data in a 3 year cash flow or 3 year cash flow with due invoices forecast.
📎NOTE: A 1 year P&L forecast will look at forecasted data only.
Click the Forecasting tab.
Click the relevant 'draft' or 'published' forecast.
Click View/Edit to open the forecast.
To look at historical periods click the left arrow, or drag and scroll horizontally.
Futrli will show the historical data in grey, whereas it will show the forecast data in black.
The forecast will automatically display the previous two financial years, plus data from your current financial year to "date".
Forecast starting date:
The forecasted data starting date is managed differently in the two forecasts:
In the 3 year cash flow forecast, you can adjust the exact date when the forecasted data starts from, under "show forecast data from".
In the 3 year cash flow forecast with invoices, the forecast data will always be today's date.
📎NOTE: You can also view historical data in a report.