The "Percent of other Categories" method is perfect for forecasting revenue and expense categories that can be expressed as % of some other line item.
When using this forecast method you will have two inputs. First you will need to select the other accounts (or account groupings) you want to make the category a function of. Second, you'll need to define a percentage:
After entering a % in the first period of the right hand grid, PlanGuru will ask you if you'd like to apply this percentage to all subsequent periods. If you select yes PlanGuru will populate the same % into all subsequent periods.
If you need to alter the percentage for any period, update the amount, and copy and paste it into all applicable periods.
Selecting your anchor categories
When defining the accounts on the lefthand side of the screen you can highlight up to 10 other categories.
You can also select Subtotals or Class totals.