Changing the forecast length and years of monthly detail Follow

By default, the forecast in LivePlan is three years long, and includes one year of monthly financial detail and two years of annual detail. However, you can easily change these settings if you prefer.

 

Changing the forecast length:

  1. Click on the Options tab:
    options-menu.png
  2. Under Length of forecast, choose the number of years you want your forecast to cover:
    length of forecast.png#asset:1108
  3. Click Save Changes.

Changing a 5-year forecast to 3 years

If you start with a 5-year forecast and want to shorten it to 3 years, you can do that. Keep in mind that this change will permanently delete any data from years 4 and 5 of your forecast. To retain this data, we recommend making a copy of your plan first, and then shortening the length of the original.

This message will appear when you shorten a forecast:

forecast-length-5to3-warning.png

Once deleted, the year 4 and 5 data cannot be recovered.

Note: if you have multiple forecasts in your plan, making a change from 5 years to 3 will affect every forecast. If you need to retain some of your original 5-year forecasts, we recommend making a copy of your original plan first, and then changing the forecast length in the copy.

 

What if I need a forecast longer than 5 years?

The maximum forecast length LivePlan can produce within a single company is 5 years. If you'd like to forecast for a longer period than that, please see How do I build a forecast longer than 5 years?

 

Changing the amount of monthly detail:

  1. Click on the Options tab:
    options-menu.png
  2. Under Monthly detail, select one, two, or three years of monthly detail:
    monthlydetail.png#asset:1117
  3. Click Save Changes.

 

Note: if you'd like to add monthly detail to your financial statements as well, please see Adding an Appendix of monthly-detail financials to your downloaded plan.

 

More Forecast Settings:

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