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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 a month 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 by a prediction, you can amend the default accounts in each forecast.

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

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

  2. Click Settings.

    Controls menu.


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

Main bank account option in settings.

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