Add a New Transaction

Predict allows for multiple ways to add transactions to a cash flow forecast.

❗ Reminder: Make sure you have selected the correct projection when making any forecast changes.

Add a Transaction Using the Options Menu

1. Click on the Options Button beside the Cash In or Cash Out
2. Click Add a New Transaction.
3. Select the appropriate category for the transaction.
   1. Cash In: Invoices, Income, Other
   2. Cash Out: Expenses, Bills, Other
4. Add a transaction Name.
5. Select a Chart of Account or write in a custom name.
6. Choose a Date for the transaction.
7. Set an Amount.
8. If the transaction is repeatable, select Yes under Repeat Transaction and choose from the various options.
9. Click the Save

Add a New Transaction Using the Table

You can add new transaction(s) to future dates only to an existing Chart of Account or Contact on a specific date.

❗ Reminder: Please note you have changed the date range to Daily to add transactions directly on the table.

Add a New Transaction on a Date With No Existing Transaction

1. Set the table Date Range to Daily. 
2. Open the sections of the table until you find the Chart of Account you want to add the transaction for.
3. Click on the cell for the date you intend the transaction to be made on.
4. Type in the amount the transaction will be for. 
5. Click the checkmark to confirm the transaction. 
6. If there is already a transaction in place, a new screen will open

Add a New Transaction on a Date With an Existing Transaction

1. Set the table Date Range to Daily. 
2. Open the sections of the table until you find the Chart of Account you want to add the transaction for.
3. Click on the cell for the date you intend the transaction to be made on.
4. In the popup window, click the Add New Transaction button. 
5. Fill in the Name and transaction Amount
6. Press Save. 
7. Click the X in the top right to close the window.