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How to Quickly Adjust Your Cashflow Forecast with Manual Inputs?
How to Quickly Adjust Your Cashflow Forecast with Manual Inputs?

Easily tailor your cashflow forecast by manually entering values directly into your forecast cells.

Updated over a week ago

Adjusting Forecast Values Manually

To update your forecast:

  1. Double-click on the desired cell in your cashflow table, or press the Enter key while the cell is selected.

  2. Enter the new forecast value.

  3. The value is saved automatically when you leave the cell—either by clicking elsewhere or navigating with the Tab key.

  4. To cancel your input before saving, press the Esc key.

💡 Tip: Navigate quickly between cells using the Tab key to move forward and Shift + Tab to move backward. This allows you to input forecasts for multiple periods efficiently without worrying about saving each value individually—it’s handled automatically. 👍

Understanding Cashflow Variation vs. Forecast Value

When viewing your cashflow table:

  • Before double-clicking a cell, you see the cashflow variation for that cell.

  • After double-clicking, the cell displays the forecast value you can edit.

💡 Note: The cashflow variation represents the net change in your cashflow for that period, while the forecast value is the specific amount you are projecting. They may not always be equal due to adjustments or additional factors affecting your cashflow.

💡 Tips

  • Use manual input for quick adjustments when you have specific forecast values that differ from automatic calculations.

  • Remember, your changes are saved automatically, so you don't have to worry about losing your updates.

FAQ ❓

Why does the cashflow variation differ from the forecast value?

The cashflow variation reflects the net change in cashflow for a given period, considering all income and expenses. The forecast value is the specific amount you manually input for forecasting purposes. Differences occur because the variation accounts for actual or expected transactions, while the forecast value is your customized projection.

How can I revert to the original cashflow variation after a manual input?

To remove a manual forecast and revert to the original cashflow variation:

  1. Select the cell with the manual input.

  2. Delete the value by pressing the Delete key or entering 0.

  3. The cell will now display the original cashflow variation based on your data.

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