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Forecast window & financial year

Set your forecast window and financial year in bluprnts — how far ahead you model and where each year starts and ends.

Two settings decide the shape of every forecast: when it starts, how many years it runs, and where each financial year breaks. You set them in the Forecast section of your company options, and everything downstream re-projects from them.

Open the Forecast settings#

In the left sidebar, select your company name at the bottom to open Company options, then choose the Forecast section. Changes save automatically.

The Forecast section of Company options in bluprnts, showing the Window fields (forecast start date, years to forecast) and Presentation fields (financial year ends, reporting standard) for Perch Coffee.The Forecast section of Company options in bluprnts, showing the Window fields (forecast start date, years to forecast) and Presentation fields (financial year ends, reporting standard) for Perch Coffee.

Set the window#

  • Forecast start date — the first month of the forecast. Every projection and opening position is anchored to this date, so changing it moves the whole model.
  • Years to forecast — how many years forward the model projects from the start date. bluprnts defaults to five years.

Set your financial year#

  • Financial year ends — the month your accounting year closes (for a UK April-to-March year, that's March). This sets the year end that corporation tax is charged against.

If your forecast starts partway through your financial year, bluprnts opens with a short period up to your first year end, then runs whole financial years — so the forecast always closes on a year end rather than mid-year. When it opens mid-year, you can also enter what's happened so far this year.