How To

Update the config file - point Forecast 5 to a new server or database.
If you have a network license and you wish to store the Forecast 5 database on a server, you will need to update the config file to point to the correct ser...
Thu, 21 Sep, 2017 at 3:07 PM
Using bank accounts for shareholders payments and crediting to current account
How to set up shareholders payments and credit to current account Set up a P&L Cost as separately invoiced cost and call it “shareholders salaries” ...
Mon, 12 Feb, 2018 at 10:18 AM
Moving Forecast 5 from one machine to another.
If you have a Single Computer License and you change computers, here is an easy way to keep your forecasts: Download SQL Management Studio (on both co...
Thu, 21 Sep, 2017 at 10:08 AM
Forecast 5 Sample Data
Downloaded and installed Forecast 5 and you aren't sure where to start? We have provided a sample data that will help you see most of the features ...
Mon, 12 Feb, 2018 at 10:19 AM
Suppress Zero Lines On Reports
By default, zero lines on the report sets will be suppressed. If you would like to show all line, you can go to Settings > Preferences > Report Se...
Mon, 12 Feb, 2018 at 10:25 AM
How To Backup Your Forecasts
Issue: I would like to backup my forecasts.   Solution: The are currently two ways to make copies of your Forecasts in case something happens. Optio...
Mon, 12 Feb, 2018 at 10:36 AM
Sending Your Database To Support
To send your database to support for investigation, please follow the steps below: 1. C:\ProgramData\Forecast 5 Ltd 2. Copy the data folder t...
Mon, 12 Feb, 2018 at 10:38 AM
How To Deactivate Your License
If you have a single computer license and would like to move Forecast 5 to a new computer or you no longer want Forecast 5 activated on a particular machine...
Mon, 12 Feb, 2018 at 10:53 AM
Cashflow: Closing Bank Balance vs Calculated Bank Balance
Having completed the budget cycle, it is valuable to be able to monitor performance against the budget. Forecast 5 allows you to do this through either inte...
Fri, 16 Feb, 2018 at 2:31 PM
Import and Export Forecasts
You may use this function to save your forecast as an external file or to send the forecast to support or a client. Export Forecast 1. Highlight the...
Fri, 16 Feb, 2018 at 2:43 PM