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Update default accounts in a forecast
Update default accounts in a forecast

How to change your default monetary accounts in a forecast.

Updated over 2 weeks ago

In any forecast, you have three different types of monetary accounts that predictions impact:

  • Main bank account

  • Accounts receivable account

  • Accounts payable account

If you want to change which specific accounts are affected in a forecast, you can amend the default account for each one.

For example, you want to change your default bank account to be your business account instead of your credit card account.

  1. When you view/edit a forecast, click on the Controls dropdown.

  2. Click Settings.


  3. Click on the dropdown under the relevant account type you want to change, select the relevant account, and then click Update.

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