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Planning
Planning
Create, revise and organise your financial plans in one place
By Support
1 author
14 articles
How to export your Cashflow plan to Microsoft Excel
Filter by Bank Account
The Plan screen
Create a plan using your actual transactions
Working Plan - Livestock Tab
Planning tools and features
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
Rename a plan