Description | This article describes how to modify a forecast on Forwardly. |
Objective | At the end of this article, you should have a good understanding of forecasts. |
Estimated reading time | 3-4 minutes |
All system forecast and manual transactions on Forwardly can be edited, excluded, included, or copied. Only upcoming Actual transactions (tagged with the accounting software logo) can be edited, excluded, included, or copied.
Tip: Transactions tagged with the Manual Entry icon |
- Go to the Cash Flow area.
- Find the cell with the transaction you want to edit on the Cash Flow Table and click on it.
- In this window, you can edit the attributed Name, Date, Description, and Amount.
Tip: Once the date of a Software Actual transaction has passed, it cannot be edited or modified, only copied. |