Forecasts

Plan monthly spend — posted actuals automatically reduce the remaining forecast sent into projections.

Forecast PlanningFrom 2026-03-01
Forecast Setup

Create Forecast Group

Use a period-total expense group to set a monthly spending envelope that depletes as actuals are posted.

Depletion Categories
Forecast Workbench

ECHO Ads Monthly Forecast

Planned amount, actual recognized, and remaining projected amount across the selected horizon.

Current Remaining
0 EGP
ECHO Ads Monthly ForecastHome Monthly ForecastPersonal Monthly Forecast
Planned
0
Actual Recognized
0
Remaining
0
Depletion Mode
matching posted amounts

Monthly Rollup

The remainder of each month is what will continue into projections.

MonthPlannedActualRemainingOverride
Mar 26000-
Apr 26110,0000110,000-
May 26110,0000110,000-
Jun 26110,0000110,000-
Jul 26110,0000110,000-
Aug 26110,0000110,000-

Coverage Rules

This group is depleted by posted actuals from these categories.

Forecast Typeexpense
Settlementperiod_total
Default Account-
Depletion Categories
ECHO Ads

Add Monthly Planned Amount

Set the spending envelope for a month. Actuals will reduce it automatically.

Override A Month

Adjust a specific month without rebuilding the forecast group.