CashFlowMapper - Editing Plans

Editing Plans

Refer to the videos on manual editing & editing by import at our YouTube Channel.

Copying plans to see the effect of changes to transactions or new transactions is a very powerful way of quickly finding out how variables can impact upon your business. Creating and comparing plans under different scenarios is easy. This can be used to compare budget to actual data as well.

Individual transaction manual editing options are as follows.

• Opens a page so you can edit any part of a transaction.
• Use this to create a transaction based on an existing one.
• Move to group. 
• Permanently deletes the transaction.

Copying Plans at the Plans page

• Refer this article for copying plans via the meatball menu at the Plans page within a Workspace.

Using Exported Data from an Existing Plan

1. Refer this article for using exported data as a basis to build scenarios on.

2. Once you’ve exported the required data using the “Plan Details & Transactions” option at the Export page, save the resultant csv file, edit it as necessary, and then import it into a new blank plan. You now have your new scenario. This is the most efficient way to edit plans.

To compare budgeted to actual cash flow, update a plan with actuals – for example at the end of each month – and append to a plan that keeps actuals per this article. For easy comparison overlay the graphs of budget and actual cash flow per Graph View.