Keyboard shortcuts 

Navigate your plan screen with these keyboard shortcuts.

Within the planning Grid

Click into a cell or enter an amount to access some handy planning features. 

View 

View the details of planned items entered against the selected code. Edit the planned items or add more information.

Add 

Opens a worksheet for you to enter more detailed planned items.
Description, Tags, Quantity, bank account and Unit price.

Spread

Enter an amount against an expense code, Click spread to split the amount and spread it across your plan.

You can choose:

  • How many months to spread the amount over.
  • Add to, or override existing planned items.

NOTE: Not suitable for livestock transactions and milk production where Quantities are required.

Copy

Enter a value you expect to repeat. Click copy to add the same value into selected months.

You can choose:

  • Copy the planned item every month or up to 6 monthly.
  • Set when the Copy feature stops. Between 1 and 11 months for the current plan. 
  • Add to, or override existing planned items.

NOTE: Not suitable for livestock transactions and milk production where Quantities are required

Other Plan options

  • Print:
    Download a PDF copy of your plan as it appears on screen. 
  • Compare:
    View last years actuals, a plan, or your working plan on line 2. Great for reference as you enter planned items.
  • Filter:
    Filter your plan to view tagged items or untagged items.

Settings cog

Use the settings cog to enter or adjust:

  • Opening bank account balance.
    NOTE: For Working plans, please check your opening balance in the Focus settings screen.
  • Livestock opening numbers.
  • Overdraft limits and overdraft rates.
  • Opening GST for the first month.
    Focus will calculate the remaining GST based on the planned items entered. 

You can find more information about your plan settings here: Manage the settings in your plan

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