Support

Plan Expenses


Bizplan offers a flexible way of planning for recurring, one-time and linked expenses in order to build a solid financial model.

Expenses are organized by groups, but each expense item can have a different Expense Type applied. Each new group is automatically color coded for quick identification.

To create a new expense group

  1. When the Expense page loads for the first time, a new Expense group will automatically be created for you. Alternatively, you can add a new group by clicking the Add Group button on the top right.
  2. Enter a title for your expense group.
  3. Enter a title for your first expense
  4. Choose an expense type
  5. Select between a dollar amount or a percentage of another expense or revenue.
  6. For dollar amount type expenses, choose a frequency for this expense to reoccur, or set it to to Once for a one-time expense. 
  7. For dollar amount type expenses, the Variation field allows you to increase or decrease the expense over time. By default, this is set to increase by the percentage entered. If you want to decrease the expense, click on the [+] icon in the Variation field to toggle a negative amount.
  8. Add more expenses to the group by clicking the Add Expense link at the bottom of the list.
  9. Click the Save button to save the new group.

To delete an expense group
Note: 
This action cannot be undone. 

  1. Expand the group you wish to delete.
  2. Click the Delete button at the bottom of the group.

To delete an expense item
Note: This action cannot be undone.

  1. Expand the group that contains the expense item.
  2. Mouse over the item you wish to delete and click on the delete button (trash can icon).
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