Customise your budget, forecast and scenario data

When working in Spotlight Forecasting, you can customise your budget and forecast by adding adjustments to your accounts. You can also edit default rules and create new rules in your forecast.

If you are in a forecast, you can open the Profit and Loss, Balance Sheet or Cashflow Forecast by clicking the relevant tab. Open and close the account category sections by clicking the expand and collapse icon. For example, click the Balance Sheet tab and expand the Current Assets section to customise the accounts.  

Once you've made an adjustment, please note that you may need to click the Refresh Profit and Loss link at the top of the screen to view your changes. Go to the Task Manager at any time to perform a different task.

Note: Spotlight Forecasting does not automatically update a forecast when changes are made to any data source you’ve based it on. For example, if you change your budget and your forecast uses that budget as its data source, your forecast won’t be updated automatically. If you’d like the original task to reflect the changes made, you can update the original task manually with the same changes.

Elsewhere in the Help Centre:

Select which data to use
Update your actuals

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