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Update default accounts for a forecast

Change the default accounts used by predictions in a Futrli forecast.

Predictions use the default accounts configured for the forecast. You can change these accounts at any time.

Selecting the correct bank account ensures that predicted transactions are attributed to the correct account in the cash flow forecast.

  1. Go to Forecasts, then open the forecast.

  2. Select Controls, then Settings.

  3. Under the account to update, select the account:

    • Main bank account

    • Accounts Receivable

    • Accounts Payable

  4. Select Update.

New predictions use the updated default accounts.

This ensures that forecasted transactions are switched to the chosen bank account, ensuring accurate predictions.

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