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Adding a row

A plan contains only combinations with some movement in history. To plan a new item (e.g. a new revenue type), add a row.

1 min read Updated 15. 10. 2026
  1. Click + next to the parent row (values are pre-filled) or Add row in the toolbar.
  2. In the side panel choose values of all dimensions. Only existing code-list values are offered; new ones cannot be created here.
  3. Click Add row. The new row is highlighted and has a bin icon for removal.
The “Add row” panel opened from the Revenue row.
The “Add row” panel opened from the Revenue row.
The added row “Intragroup revenue”. The number next to Revenue increased to (2).
The added row “Intragroup revenue”. The number next to Revenue increased to (2).

The number in brackets next to a parent row is the count of child rows. If an item is missing in the code list, add it first in the company detail under Categorization › Categories.

How it worksHow to create an income statement budget or forecast in Symfio, how the plan fills itself with actuals from accounting and how to continue with a monthly plan. The guide is split into chapters in the… Budget or forecastWhen creating a plan you choose one of two types. Both use the same editor and rules. Plan listPlans are in the left menu under Plans. The Income statement plans page shows all plans of companies you have access to.

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