RunSmart lets you manually edit monthly forecast figures for individual expense and non-revenue line items within your Profit & Loss (P&L) statement — giving you the flexibility to test “what-if” scenarios and fine-tune your projections beyond what our forecasts provide.
Whether you want to adjust a specific marketing expense, modify payroll assumptions, or simulate changes to overhead costs, these manual edits will automatically flow through and update all related financial statements, KPIs, and health scores once you save your changes.
How It Works
Open the Profit & Loss page within RunSmart.
Hover over the name of any editable line item. Three vertical dots (⋮) will appear next to it.
Click the dots to open the Edit Forecast popover.
Enter your new forecast figures — you can:
Edit specific months individually, or
Apply changes across a wider date range
Enter an absolute number (e.g., 5,000), or
Apply a percentage increase or decrease (e.g., +10% or -5%).
Click Save Changes to confirm and update your forecasts.
Once saved, RunSmart will automatically recalculate all related financial statements so your forecasts stay accurate and consistent across your P&L, Balance Sheet, and Cash Flow.
Line Items That Can’t Be Edited
To keep your financial statements accurate and consistent, certain line items are non-editable. You’ll notice these items don’t display the vertical dots icon when you hover over them.
The following are not editable within the P&L statement:
Revenue-related line items (e.g., Sales, Service Income, etc.)
To update forecasted revenue, use the Sales Forecast page found in the sidebar menu. It’s specifically designed for modifying your sales forecasts.
System-calculated totals:
Total Income
Total COGS
Gross Profit
Total Expenses
Net Operating Income
Net Income
Net Other Income
Any “Total” line item
Interest-related line items
These values are automatically updated through the Loan Planner page to ensure your forecasts remain accurate.
Tracking and Managing Your Edits
When you make a manual change to a line item:
A small orange notification marker/dot/circle (●) appears next to the line item label to help you quickly identify which items you’ve modified.
The Edit Forecast popover displays up to your 10 most recent changes.
If you’ve made more than 10 edits, a “See More” link appears at the bottom — click it to open a larger modal showing your complete edit history.
Reverting Changes
If you ever want to undo a manual adjustment:
Open the Edit Forecast popover for that line item.
Locate the modification you want to remove.
Click the Delete icon next to it.
The line item will instantly revert back to the original system-generated forecast.
Why This Matters
This feature gives you the freedom to model “what-if” scenarios — like adjusting marketing spend, exploring payroll changes, or planning around tariffs — all while keeping your forecasts automatically aligned across every statement.
Every time you make a change, RunSmart instantly recalculates downstream impacts, saving you time and ensuring your financials stay accurate and in sync.