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Managing Income & Costs

Record actual income and costs in your financial plan.

Accessing Actual Income & Costs​

  1. Click Finance in the left sidebar.
  2. Open a financial plan.
  3. Click the Actual Income or Actual Cost tab.

Recording Actual Income​

Track actual revenue received by linking it to a planned income line:

  1. Go to a financial plan's Actual Income tab.
  2. Click Add New Entry.
  3. Fill in:
    • Income Line — Select the planned income line this relates to (Required).
    • Amount — Actual amount received (Required).
    • Year & Month — The period when income was received (Required).
    • Description — Optional details.
    • Attachments — Upload supporting documents (e.g., invoices).
  4. Save.

Recording Actual Costs​

Track actual expenses incurred by linking them to a planned cost line:

  1. Go to a financial plan's Actual Cost tab.
  2. Click Add New Entry.
  3. Fill in:
    • Cost Line — Select the planned cost line this relates to (Required).
    • Amount — Actual amount spent (Required).
    • Year & Month — The period when expense was incurred (Required).
    • Description — Optional details.
    • Entity — Optional link to a specific entity (e.g., vendor).
    • Attachments — Upload receipts or invoices.
  4. Save.

Comparing Planned vs Actual​

After recording actual figures, compare them against your planned amounts:

  • Review the difference between planned and actual values
  • Identify categories where spending is above or below plan
  • Use this information to adjust forecasts

For more details, see Planned vs Actual.

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