Making the Move: An Alternative to Sage Winforecast

25.05.21 04:39 PM By Stephanie

🔄 Making the Move: An Alternative to Sage Winforecast

The once‑popular Sage Winforecast is now obsolete — development stopped in 2013 and support ended in 2014.
Today’s dynamic budgeting and forecasting demands a modern solution. Enter Forecast 5: designed to fill the gap and deliver far beyond the limits of the old tool.

🧩 Why Forecast 5 Beats Winforecast

🔹Fully updated architecture with SQL database for scalability and reliability.

🔹Continuous development and support — unlike Winforecast which is static.

🔹Seamless integrations (Xero, Sage 50, MYOB, etc) so you build forecasts from actuals, not just spreadsheets.

🔹Advanced reporting: Profit & Loss, Balance Sheet, Cashflow, Funds Flow — all connected, all accurate.

🔹Feature‑rich capabilities: departments, assumptions, stock/WIP handling, multi‑bank, multi‑currency.

✅ Making the Smart Decision

If your organisation is still using Sage Winforecast, now is the moment to upgrade. Forecast 5 provides the modern platform your finance team needs — accurate, integrated, and built for change. Don't settle for legacy when you can move ahead with clarity, agility and confidence.

FEATURES
PROCESSES
REPORTING
SYSTEM
FEATURES

 Forecast 5Sage Winforecast
 Sections (Sales, Costs, Fixed Assets, etc.) 

 Folders 
 Departments 

 Assumptions 
Memo

 KPI - Formula in Memo 
Accrual / Prepaid 

 Separately Invoiced Income / costs 

 Stock & Stock On Hand

 Stock Made / WIP / Standard Cost 
 Wages & PAYE / Calculation Tables 

 Employee Entry Records 
 Foreign Currency Records 

 Transact to Different Bank Accounts 
  Currency Conversion 

 Auto-calculated Depreciation 

 Per Record Cashflow Flexibility 

 Opening Balances 



 Loans - In & Out 

 Pensions & Kiwi Saver 

Taxation 

Seasonal Profiles 
Formula
Per record GST/VAT Rates 
Per record Cashflow Settings 

Cash Receipts Options 

Flexible Record Options


GL, Project Code and External Code reference fields 

Section Summary 

P&L Report Snapshot 

Balance Sheet Report Snapshot 
Integrations
 Xero, Sage 50 Accounts, MYOB AccountRight, MYOB Advanced, Sage 300, MYOB Exo Sage 50 Accounts, Excel
PROCESSES

 Forecast 5Sage Winforecast
Extent 

What If 

Actuals 
Consolidations 


Rolling forecasts 

Hot Links 

Import & export data 

Templates 

REPORTING

 Forecast 5Sage Winforecast

Daily Cashflow

One Touch Reporting 

Export Reports 
Integrated Reports 
 Management Reports 
Actuals & Variance Reports 

Profit & Loss 

Balance sheet


Cashflow 

Funds Flow

Graphs 

 Schedules 
Visuals 
SYSTEM

 Forecast 5Sage Winforecast
  Error-Free Forecasting 
 Detailed & Comprehensive 
 Financial Planning 
 Multi Users 
 User Management 
 Full Double Entry Rigour 
 Free Updates
 Database SQL Database

 Supported
Cloud version 

 Continued Development 
  Compatible with latest Operating Systems