An Account Estimate is a forecasting rule that Helm auto generates for you, helping save time and effort on setup. Account Estimates:

  • are based on historical accounting information.
  • occur once per month, every month into the future.
  • adjust automatically based on accounting information input in the current month.

Of course, while it's great to see what happened in the past, we fully appreciate that might not represent the future. So you can also adjust Account Estimates to your needs.

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