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
- Click on the Options Button beside the Cash In or Cash Out
- Click Add a New Transaction.
- Select the appropriate category for the transaction.
- Cash In: Invoices, Income, Other
- Cash Out: Expenses, Bills, Other
- Add a transaction Name.
- Select a Chart of Account or write in a custom name.
- Choose a Date for the transaction.
- Set an Amount.
- If the transaction is repeatable, select Yes under Repeat Transaction and choose from the various options.
- 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
- Set the table Date Range to Daily.
- Open the sections of the table until you find the Chart of Account you want to add the transaction for.
- Click on the cell for the date you intend the transaction to be made on.
- Type in the amount the transaction will be for.
- Click the checkmark to confirm the transaction.
- If there is already a transaction in place, a new screen will open
Add a New Transaction on a Date With an Existing Transaction
- Set the table Date Range to Daily.
- Open the sections of the table until you find the Chart of Account you want to add the transaction for.
- Click on the cell for the date you intend the transaction to be made on.
- In the popup window, click the Add New Transaction button.
- Fill in the Name and transaction Amount
- Press Save.
- Click the X in the top right to close the window.
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