Futrli

Import predictions into a Futrli forecast using an import master sheet and Google Sheets.

Import predictions into Futrli with Google Sheets

Remove imported predictions from a Futrli forecast.

Remove imported predictions

Futrli Support

Marie-Hélène

Import predictions

Learn about the prediction templates available in Futrli and choose the right one for your forecasting needs.

Import prediction templates

Complete the UK Payroll import template in Futrli before importing payroll predictions into a forecast.

Complete the UK Payroll import template

Complete the Australian Payroll import template in Futrli before importing payroll predictions into a forecast.

Complete the Australian payroll import template

Complete the New Zealand Payroll import template in Futrli before importing payroll predictions into a forecast.

Complete the New Zealand Payroll import template

Complete the Invoice Discounting import template in Futrli before importing invoice discounting predictions into a forecast.

Complete the Invoice Discounting import template

Complete the Recurring Revenue import template in Futrli before importing recurring revenue predictions into a forecast.

Complete the Recurring Revenue import template

Complete the Loan Amortisation import template in Futrli before importing loan repayment predictions into a forecast.

Complete the Loan Amortisation import template

Complete the Client Tracker import template in Futrli before importing predictions into a forecast.

Complete the Client Tracker import template

Complete the Grouped Payments import template in Futrli before importing grouped payment predictions into a forecast.

Complete the Grouped Payments import template

How to populate data in the Custom daily and Custom monthly templates.

Custom daily and Custom monthly templates

Complete the stock import template in Futrli before importing stock movement predictions into a forecast.

Complete the stock import template

Update the National Insurance thresholds in the UK Payroll import template in Futrli when HMRC changes the rates.

Update National Insurance thresholds in the UK Payroll import template

Google sheet templates

Create a new import master sheet in Futrli after adding accounts to your chart of accounts.

Update an import master sheet after changing your chart of accounts

Sync an import template to import predictions into a Futrli forecast.

Sync an import template

Create an import master sheet in Futrli to import predictions into a forecast.

Set up an import master sheet

Copy an import template to an import master sheet in Futrli before importing predictions into a forecast.

Copy an import template to an import master sheet

Update the start month in an import template before syncing predictions to a Futrli forecast.

How to update the date range in an import template

Importing predictions via google sheet templates

Import templates

How to import a forecast, budget or scenario from Excel into Futrli.

How to create a forecast with an Excel template

Complete an Excel forecast template in Futrli before importing predictions into a forecast.

Complete an Excel forecast template

Update an existing Futrli forecast by importing a revised Excel template.

Update a forecast using an Excel template

Excel Upload

Webinars

Blog

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.