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Financials: Settings

Financial Section Settings, Corporate Tax Rate, Discount Rate, Development Timeline, Development Phases

Updated over a week ago

When you first head to the financials section, a popup will appear to complete.


⚙️ Financial Settings

Corporate Tax Rate
Your estimated income tax rate. Typically between 18–25%.

Discount Rate
Used to calculate the present value of future cashflows. Default is 10%.

These rates can be impacted by your accounting treatment. Seek professional advice.


🗓️ Development Timeline

Start Month
Must be set before any existing cashflow dates.

Project Length
Auto-syncs from Scenario Settings. You can adjust here if needed.

If updating, check all spans and dates still fit the new timeline. Note: There’s currently no automated check — changes won’t trigger any warnings.


📊 Development Phases (Optional)

Add Revenue, Development, and Funding phases to visualise your timeline in financial reports.

Coming Soon:
We’re expanding this into a dedicated section to help automate spans (with manual override). Contact us to learn more or get early access.


🆘 Need Help?

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  • Click the Help icon (bottom right) to search this Help Centre.

  • Or start a chat — we’re here and happy to help!

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