Finance Tracker

Forecast Maintenance

Open your tracker workbook, add or cancel forecast rows, then download the updated workbook. This runs locally in your browser; the workbook is not uploaded. v17 updates Dashboard and Monthly Summary forecast formulas before download.

Back to Importer

Version 23

1. Open tracker workbook

Tracker workbook .xlsx

Waiting for workbook.

3. Current forecast rows

Click Edit to update a row inline. Click Cancel to mark a forecast as Cancelled. Changes are shown immediately, but are only written to the workbook when you download it.

Show cancelled / matched rows

Action	Budget Date	Month	Amount	Category	Description	Frequency	Status	Notes

Forecast process

Recommended approach: do not physically delete forecast rows. Mark them as Cancelled or Matched to Actual. This prevents double counting while keeping a useful history of what was planned.

Forecast Maintenance

1. Open tracker workbook

2. Add forecast item

3. Current forecast rows

Forecast process