Plan ahead

Plan the whole year with the Annual Budget Plan and the Budget template.

• The Annual Budget Plan ConceptA grid of your planned amounts for all 12 months of a year. It uses the same amounts as the Budget page.
• Plan your yearEdit planned amounts for all 12 months in the Annual Budget Plan grid, fill a row, undo changes and add categories.
• Generate a year's planFill the Annual Budget Plan from your template, last year or a recent average, and control what gets replaced.
• Clear a year's planSet every planned amount to $0 from a chosen month through December, and undo it if you change your mind.
• Budget templates and scenarios ConceptA template is a named list of recurring planned amounts. It changes nothing until you apply it to your year.
• Set up template linesGive each category an amount, a frequency and a start date in a budget template, and choose Spread or On date.
• Apply a template to your yearWrite a budget template into your plan from a month you choose through December, or apply one row at a time.
• Sketch a scenario from your incomeCreate a new budget template from one income figure and a percentage for each group, without touching your plan.
• Screens and reports that use your plan ReferenceWhich screens and reports use your planned amounts, and which months of the plan each one reads.