In a 3 year cash flow forecast, you can select when actual data will show until, then when forecasted data will show from.
For example, if you select 1 January 2024, actual data will display until 31 December 2023, then forecasted data will show from January 2024 hereafter.
📎NOTE:
In a 3 year cash flow with due invoices forecast, actual data will always show until yesterday and forecasted data from today. This is because the forecast includes live invoice information.
A 1 year P&L forecast will only ever show forecast data for the 12 months it's set up to show.
When you first create a 3 year cash flow forecast, you select when you want to start showing the forecasted data from. You can change this at any time.
Once created, whenever you view/edit the forecast you can change when the forecast data shows from. Next to Show forecast data from: select your preferred date.
📎NOTE: If you're referencing a 3 year cash flow forecast in a report, you can display actual data and forecasted data as per the forecast setup.
For example, if you set up your forecast to show forecasted data from 1 January 2024, you can display the forecasted data in the report from 1 January 2024. This means actual data will be displayed until 31 December 2023.
📌 TIP: See how you can compare actual v forecast data in a report.