Skip to main content

Actual Income in a Financial Plan

Overview​

Actual Income lets you view and manage Actual Income entries inside a Financial Plan. You work with Actual Income Line Entity records, including amounts and notes, and you can view and delete files for an actual income line.

How to access​

  1. In the Finance module sidebar, click Financial Plans.
  2. Open a financial plan.
  3. In the financial plan tabs, click Actual Income.

Key features​

  • View Financial Plan Details while working in the Actual Income tab.
  • Add New Entry to the Actual Income table.
  • Edit Financial Plan data related to actual income.
  • Delete Item from actual income entries, including Delete income line.
  • Manage files for actual income lines:
    • View the Actual Income Line Files Table
    • Delete file
  • Use Save Changes to save your updates.
  • Use Bulk Delete for actual income items.
  • Use Reset List to Filter Criteria.
  • Use Sync New Data.

Field descriptions​

Actual Income table (columns)​

  • Actions: Actions available for the actual income row.
  • Income Position: The income position for the entry.
  • Entity: The entity linked to the entry.
  • Amount: The amount for the entry.
  • Notes: Notes for the entry.
  • Created At: When the entry was created.
  • Created By: Who created the entry.
  • Updated At: When the entry was last updated.
  • Updated By: Who last updated the entry.

Actual income line files​

  • File: The file for an actual income line.
  • Actual Income Line Files Table (columns):
    • Actions: Actions available for the file row.
    • Name: File name.
    • Date Created: When the file was added.
    • Added By: Who added the file.
  • Actual Income Line Entity: The record type used for actual income lines.
  • Income Line / Income Line Entity / Income Line Item: Income line details used in the financial plan.
  • Income Lines Value: Value for income lines.
  • Variance: Variance value.
  • Variance % / Variance Percentage: Variance shown as a percentage.