How to create a manual forecast

  • After creating an automated forecast you can select a number of days to manage manually.
  • Click on the hamburger in the top right and choose “Settings”.
  • Change the “Manual Forecast” setting to the number of days you want to manage manually e.g. 30 days.
  • Click “Save”.
  • Return to the forecast page.
  • You will notice a section of the forecast is now represented in yellow. Those are the records that you can manage manually. Options for managing these items include changing the
    • date
    • amount
    • description
  • These manual records are not overwritten by automated forecasts. You can of course run an automated forecast after a manual one to take advantage of both the short term and long term forecasting features of cashbucket.