Shortcuts

Overview

Magnifi includes several shortcuts to help you quickly update and manage your projections and accounts.

When entering projections, you can double-click on a value to copy it across into future months.

The value copies forward until it reaches a month where a manual value already exists.
Example: If you copy Rent of $1,000/month from July 2025, but there’s a manual entry of $2,000/month from July 2026, the $1,000 applies from July 2025 to June 2026.
⚠️ A warning message appears when a future manual value stops the copy.

Copy Across can extend beyond the current year. To change a value in a future year, adjust the projection start month and update the value.

When updating the Chart of Accounts, you can copy labels down across multiple accounts.

Tick the box next to a label to apply it down the column.
Example: If an expense is labelled OH – Administration, ticking the box for other expenses will automatically copy that label to them.

You can project accounts as a percentage of another account:

Under Profit & Loss, if you hover of the account it will reveal a % icon. Alternatively you can Double-click on an account to reveal a pop-up.
Use the pop-up to set the projection as a % of another account.

Advanced: To project as a % of multiple accounts, use Calculations under Chart of Accounts.

Use Auto-Cast to automatically prepare profit & loss projections based on prior year actual results. Refer to Auto-Cast for more information.

Some accounts are derived and marked with an asterisk (*). Their values can’t be edited directly. This may apply when:

Labour Drivers are being used. Example: Double-click Wages under Profit & Loss to view the split by employee.
Income Drivers are being used. Go to Income Drivers to see the supporting data.
Account is projected as a % of another account as per above.
Divisions exist. When viewing "All Division" an asterisk will appear next to the account and the values will be read-only as they need to be updated at the divisional level.