An income statement plan (Plans in the app) is a monthly income statement table of one company. You only define its structure. Symfio loads the history from accounting and you continue with a plan for the following months.
- Structure: in the form you choose the company, years and up to 6 row dimensions (e.g. PL Type › PL Category › PL Subcategory).
- History: Symfio sums booked revenue and expenses according to the account mapping and fills the Actual columns.
- Plan: you enter the plan month by month into cells of the lowest level, by hand or by pasting from Excel.
- Evaluation: the plan is compared with actuals in the plan detail and in the Income statement.
A plan always belongs to one company and covers whole calendar years (e.g. 2026–2027 = 24 months). Inside a plan you can have several scenarios (Main, Optimistic…) with their own values and comments.
Chapters
- How it works
- Budget or forecast
- Plan list
- Creating a plan
- Choosing dimensions
- Plan detail at a glance
- Entering the plan
- Adding a row
- Comparing with actuals
- Closed period, materiality and levels
- Intercompany level
- Comments
- Scenarios
- The plan in the Income statement
- Deleting a plan and billing
- Plan data model
- Where actuals come from
- Saving and publishing to statements
- Rules and calculations
- Tips and common mistakes
Frequently asked questions
Can I change the dimension structure after creating the plan?
No, dimensions are set when the plan is created and cannot be changed afterwards. If you need a different structure, create a new plan.
How often are actual values updated?
Actuals are updated automatically with every refresh of accounting data from the data source. The time of the last refresh is shown at the bottom of every report (Accounting data update).
Can I export the plan to Excel?
Plan data is also available in Reports › Source data on the Financial plan tab, which has an Export button. You can also export plan values next to actuals from the Income statement with the Export data icon.
Why do I not see some accounts in the plan?
Only data with an assigned Income statement type is displayed. Check the account mapping in the company detail under Categorization › Mappings.