Forecast 5 Training Courses

Forecast 5 is a powerfully complex, purpose built software tool that can simplify your budgeting and forecasting process.With the proper training and education, you have the ability to confidently design a forecast and budget customised for your business or each of your clients.

The Forecast 5 training courses is conducted in an online environment to allow you to increase your knowledge from where ever is most convenient for you!


Essential Course

The Essentials training course is perfect course for the new users of Forecast 5 to build their skill and learn the quickest and best practice in the preparation of your budgets. Understand how you can use Forecast 5 to suit you, your business, your clients and how to use this powerful tool better. Your confidence in using Forecast 5 will skyrocket after this training course!

Advanced Course

Become an expert at Forecast 5. Completing the Advanced course will encourage to use all the time-saving and useful features available in Forecast 5. Gain an in depth understanding of the stock and stock made components plus using consolidation functions. You can use Forecast 5 better, smarter, faster.


Booking Forms


Download Essentials Booking Form


Download Advanced Booking Form

Download and fill out the booking form to reserve your space. Send the completed from to orders@forecast5.com

Course Outlines


  • SESSION ONE
  • - Creating Forecasts
  • - Settings
  • - GST / PAYE
  • - Currency

  • SESSION TWO
  • - Sections
  • - Records
  • - Record Properties

  • SESSION THREE
  • - Deferred Opening Balances
  • - Preparation for Opening Balances
  • - Opening Balance Sheet Entry

  • SESSION FOUR
  • - Profit & Loss Data Entry

  • SESSION FIVE
  • - Balance Sheet Data Entry

  • SESSION SIX
  • - Bank Accounts
  • - Additional Bank Accounts
  • - Dividends
  • - GST
  • - Multi-Currency
  • - Provisions
  • - Tax

  • SESSION SEVEN
  • - What If
  • - Extent
  • - Actuals

  • SESSION ONE
  • - Creating New Departments
  • - Memo Records

  • SESSION TWO
  • - Profiling
  • - Wages: Tax & Tables
  • Pensions
  • Employee Groups
  • Bonuses

  • SESSION THREE
  • - Stock Modelling Using Standard Stock Records

  • SESSION FOUR
  • - Stock Made Records Manufacturing

  • SESSION FIVE
  • - Acquisition and Disposal of Financed Assets
  • - The Fixed Asset Schedule

  • SESSION SIX
  • - Multi-Currency
  • - Factoring Trade Debtors
  • - Stock Financing
  • - Provisions

  • SESSION SEVEN
  • - Templates
  • - Consolidation
  • - Eliminations
  • - Import & Export