Forecasting: Setup and Management

Explore tools for creating and managing your forecast, from setup and assumptions to adjusting details as your business grows.

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Articles & Guides

Should I use a calendar year or a fiscal year in my forecast?Organizing the tables in your forecast Reading the Profit and Loss (P&L) statement Forecast Notes Quickly calculate simple formulas within cells Entering initial balances for an existing company Company options Changing when your forecast starts

Customizing your views of forecast tables Reading the Cash Flow statement Forecasting varying amounts over time Using multiple forecasts to create scenarios How do I edit, delete, and copy forecast entries?Entering start-up costs and funding in LivePlan Helpful forecast features How to create a Rolling Forecast in LivePlan

How do I edit my financial statements?Reading the Balance Sheet How can I include more forecast details in my plan?Forecast Builder Downloading and printing from the Forecast section Forecast financial statements Preparing a forecast LivePlan's Monthly Review