If you've already got actuals sitting in your Xero account for the last year, you can use those figures as next years plan - it's a great starting point that takes a few seconds to build.

To do this, head to your Planning grid, and then head to Tools > Import.

When the import screen opens, select last years actuals and then import.

Last years actuals have now been copied over into your current years forecast data (or plan). You can then edit these further in the planning grid directly if you need to.

When importing from last years actuals, Figured will save any existing forecast data for you in a snapshot. You can then view this historical data in a report (when running it for the snapshot), or you can choose to restore back to this snapshot if you wish.

NOTE: Importing from actuals does not copy across production tracker information - it only copies planning grid data.

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