Calendar & forecasting
Calendar and Forecasting
Calendar & forecasting
Create financial projections in minutes: every budget contributes to your forecast.
Using the Calendar and Forecast graph
Learn how to use the Calendar and Forecast graph
Forecast: Viewing the forecast calendar in an external application or website
You can send your PocketSmith forecast calendar to Google Calendar, iCal, Outlook, and any other application that can subscribe to the Webcal format.
Troubleshooting the calendar and forecast
Troubleshooting the Calendar and Forecast graph
This guide outlines how you can fix the most common issues seen when using the Calendar and forecast graph.
Forecast: Account shows starting balance before transaction history begins
Check this guide out if you have a starting balance showing for an account that is earlier than the account's transactions begin.
Forecast flags
Forecast: Correction events on the calendar
Learn about the different types of forecast correction events and how to add or modify your own events to keep your forecast in line! 📈
Forecast: Grey 'checkpoint' flag events on the Calendar
Read through this guide for information on the grey flags in the Calendar.