There are a few settings that can be changed on your Forecast, and these can be found in multiple places. This article is an overview of these settings and where you can find them.

What settings can be changed?

Edit Your Forecast Name

Add Notes to Your Forecast

Delete Your Forecast

Change Your Forecast's Global Currency

Live Currency Conversion in Your Forecast

Auto Collapse Sections in Your Forecast

Duplicate Your Forecast

Share Your Forecast

Export Your Forecast

Archive Your Forecast

Where do you find your Forecast settings?

A) From your Forecast

All the settings noted above can be accessed by clicking on the hamburger menu located beside your Forecast name.

B) From your Forecasts dashboard

Access your Forecasts dashboard, located in the top right corner of your Forecast.

From there, find the Forecast you want to change settings for and click on "Details" to expand it. You can also find more settings by clicking the hamburger menu beside the Forecast's name.

Need more help?

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