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The planning function, with financial projections of costs, revenues and liquidity, is integrated and available in all Banana accounting applications.
There are two operating modes:
- Complete financial planning in the Budget table
The Budget table is added to the accounting file, which allows you to enter the forecast movements, which then serve to generate complete financial forecasts.
The Budget column of the Accounts table is automatically updated by the program on the basis of the transactions entered in the Budget table. - Annual budget in the Accounts table
A very simple and traditional method that involves entering the annual estimates in the Budget column of the Accounts or Categories table.
Then on the basis of the final balance, the program indicates the variation in the Difference Budget column, Accounts or Categories table.
See: Simple annual budget.