Financial plans
Monthly income and expense targets without VAT, and how the year keeps to them.
Step by step
- Open “Statistics” › “Plans”. A year without a plan says “No plan for … yet”; choose “Set the targets”.
- Under “Plan by”, choose what the actual figures count by: issue, payment or, for a VAT payer, taxable supply.
- Under “Plan for …”, fill in the “Income target” and the “Expense target” of each month, and a note if you like.
- To start from last year, enter “Change (%)” and choose “Prefill from …”. The targets are filled in from last year’s results changed by that percentage. Choose “Save the plan”.
- Under “Against the plan”, choose “Whole year” or “Running” and the figure: income, expenses or result. The chart shows the actual figures against the plan.
Good to know
Targets are amounts of zero or more with at most 2 decimals.
The account overview shows how the current month keeps to the plan.