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Forecasting

Introduction to forecasting in Futrli

Daily Tracker overview

Budgets overview

Scenarios overview

The difference between the Daily Tracker, Budgets and Scenarios

How to import a budget

Forecasting in Futrli

Each account has an automatically created prediction, but what are they and why can you trust them?

Futrli's automated predictions explained

What to do if you want to set up your own prediction

Creating your own prediction

Creating a 'Formula' prediction

Need to predict one off or irregular amounts, or need a quick and dirty way to test out some ideas?

Creating a 'Freestyle' prediction

Need to predict recurring amounts? Different periods are no problem, and growth or contraction is part of the package.

Creating a 'Repeating' prediction

Selling products or services? Got price changes or refunds to take care of? Look no further.

Creating a 'Unit based' prediction

Futrli calculates your VAT / GST accurately - you might think this is a small thing but it’s huge.

Explaining VAT / GST in Futrli

In-app predicting 

How to set payment terms

Updating the Futrli UK Payroll Import template's National Insurance thresholds

The impact of unpaid invoices and bills

Everything you need to see your predicted future performance and the cash impact of it as well as profitability.

Explaining your predicted Profit & Loss

Balance Sheets are used to see how the business is being run. Does it have debt? How much cash is in the bank? And what assets does it own?

Explaining your predicted Balance Sheet

Is your net cash amount that is predicted to come in and leave your business increasing or decreasing over time?

Explaining your predicted Operating Cash Flow statement

VAT / GST %s when creating your own predictions

Prediction FAQs

Introduction to Import

Get set up to use Futrli's Import feature

Set up your Master Sheet in Import

Learn how to add any template to your Master Sheet

How do I use one of the Import templates?

Found a template you want to use, but don't know how to import it?

How to use a template in Import

How to bring the numbers from your template into your Futrli account

Sync an Import template with your Futrli account

If you need to refresh your Master Sheet, here's how

How to create a new Import Master Sheet

Learn how to populate the UK Payroll template

How to use the UK Payroll template

Learn how to populate the Australian Payroll template

How to use the Australian Payroll template

Learn how to populate the NZ Payroll template

How to use the NZ Payroll template

Learn how to populate the Recurring Revenue template

How to use the Recurring Revenue template

Learn how to populate the Loan Amortisation template

How to use the Loan Amortisation template

Learn how to populate the Client Tracker template

How to use the Client Tracker template

Learn how to populate the Grouped Payments template

How to use the Grouped Payments template

Learn how to populate the Invoice Discounting template

How to use the Invoice Discounting template

Learn how to populate the Custom Daily and Custom Monthly templates

How to use the Custom Daily and Custom Monthly templates

How to use the Stock template

Using Import

Predict

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