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Planning

Planning

Create, revise and organise your financial plans in one place

By Customer1 author14 articles

How to export your Cashflow plan to Microsoft Excel

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The Plan screen

Create a plan using your actual transactions

Working plan - Livestock tab

Tools and features for creating a plan or budget

Working plan

Current Month Revision in the Working Plan

Accrual View in the Working Plan

The Working Plan

Daily Bank Balance

How to turn a draft plan into a working plan

Baseline plan

The baseline plan

Draft plan

Create a draft plan

Settings