You can create manual predictions in any P&L budget or 3-way forecast. Choose from four prediction methods depending on how you want to forecast for the account.

📌 TIP: You can also import predictions using a Google Sheets template.

Create a manual prediction

Open the P&L budget or 3-way forecast.
Select New prediction, then Manual prediction.
Select a Prediction method.
Complete the prediction details.
Select Save prediction.

📌 TIP: You can create multiple predictions for the same account and turn individual predictions on or off at any time.

Prediction method options

Choose the method that best suits your requirement.

Formula	Use formulas when your prediction depends on calculations or other forecast data. For example, you can: Increase values by a percentage Reference accounts or other predictions Add or remove accounts from groups Create conditional IF statements Calculate items such as corporation tax or commission
Freestyle	Use freestyle when values vary from period to period. You can: Enter different values for individual periods Use Quick Actions to update multiple periods at once
Repeating	Use repeating for regular income or expenses. You can define: The amount How often it repeats Start and end dates Percentage or fixed increases and decreases over time Use this for the more predictable accounts.
Unit	Use unit predictions to forecast product or service sales. You can specify: Selling price Units sold Sales frequency Growth percentage Refund percentage Future price changes

Review the impact of your prediction

The Accounts impacted panel updates automatically as you build your prediction.

It shows how your prediction affects:

The selected account
Bank accounts
VAT, GST or sales tax accounts, where applicable
Accounts payable or accounts receivable
Any balancing account used for non-cash transfers

📎 NOTE: The Accounts impacted panel appears after you enter a prediction name and select an account. For formula predictions, it appears after you start building the formula.

You can change the default for accounts payable and accounts receivable in your forecast settings.

Review formula values

When you create a formula prediction, the Formula values used tab shows every value referenced by your formula. Use this to check your formula before saving it.

Set cash flow payment terms

You can define payment terms to control when the cash impact of a prediction appears in your forecast.

Set payment terms