When you create your farm business in Farm Focus, a working plan is automatically created for the current financial year, including any Actuals to date, plus your Planned items for the year ahead.

If a bank balance is recorded in Settings - Bank accounts, with a start date earlier than the current financial year, a section called ‘year Actuals’ will be created.

This is called the Working Plan due to it being a live and working document that is automatically revised up to date as the year progresses. You can name each of your plans to personalise them, and this name will be visible on the Working Plan Landing page below the corresponding plan. This name will move with the Plan whether you make it a Draft or a Baseline, or move it into another financial year.

Working Plan in the current year

Your working plan for the current financial year will display actual transactions up to revision date and planned transactions for the remainder of the year.  

This view will change month by month as actual transactions come into your farm business from bank feeds, and manually imported bank transactions in the Actuals screen.

The following areas may change as a result of your actual transactions replacing planned transactions for the same period, especially when there are timing or production differences.

  • Monthly bank balances

  • Livestock tallies

  • Milk production

Monthly revision and re-forecasting help you to easily identify these differences and update your plan to accommodate them.

Working plan in a future dated year

Your working plan for a future dated financial year such as 2021/22 will display only planned items for the entire year.  Actual transactions won't play a part in your plan until that financial year actually starts i.e. from 1st July 2021.

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