As farming conditions change, it’s important to keep a close eye on your business, so Figured gives you an adjustable forecast to work with which we call the planning grid.

Livestock and production tracker income and expenses

All livestock and production income information (actuals and forecasts) is entered and edited via each of your production trackers and automatically pulls through into your planning grid.

NOTE: These production figures will be uneditable in your planning grid because they originate from your production trackers.


Other income and expenses

All other income and expenses will be entered in your planning grid. When editing, ensure your global settings allow you to enter a forecast in the months you wish. This is commonly used through selecting Actuals + Forecast and Actuals to Last Month.

This example was taken in August 21, therefore Actuals to Last Month shows Actuals up to July 21 and then the rest of the year available for forecasting.

To take a look at a full years forecast, set actuals to the last month of the previous season year, or actuals to none.

Fast track adding in your transactions

There’s a variety of ways to enter values into your plan, depending on whether the amounts are fixed, or regularly change e.g. they fluctuate.

Fluctuate – If you’re budgeting for random or fluctuating amounts, then enter these manually into each cell.

Fixed – If you’re looking to copy or spread a fixed amount across the year, then you'd use the function as per below.

Click into a cell, enter a value at the bottom, and copy or spread it across the year.

You can also proportionally spread according to your last years locked budget / annual plan using a distribution curve like below. 

Calculations in the planning grid

The planning grid supports entering calculations into each cell - we allow subtraction, addition, multiplication, division, and brackets.

All you'll need to do is click into your cell and enter your formula!

Resetting an account for an entire year

If you want to reset any account for the year, click on the green arrow and set a fixed amount back to $0 per month.

Enter values as a positive - or a negative?

For your budgets and forecasts you need to enter your $ values against these accounts as either positives or negatives, depending on the account type and if you're wanting to reflect an increase or decrease in bank account balance.

This article breaks it down for the account types.

For video tutorials on the planning grid check out your YouTube playlist here.

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