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Creating a plan

You create a new income statement plan in a few steps: choose the type, company, years and row structure. Symfio then loads the history from accounting.

2 min read Updated 15. 10. 2026
  1. In the plan list click Add plan.
  2. Choose Budget or Forecast.
  3. Pick the company in Select entity. You can filter the list by typing.
  4. Fill in the Name, e.g. “Budget 2026–2027”.
  5. Set From year and To year.
  6. Set the row structure in Dimension 0 to Dimension 5 (see Choosing dimensions).
  7. Click Save. Symfio creates the plan, loads the history and opens the detail.
The empty “Add income statement plan” form.
The empty “Add income statement plan” form.
  1. Plan type.
  2. Company the plan is for. A plan is always for one company.
  3. Plan name, shown in the list and when selecting a plan in statements.
  4. Year range. From year 2021–2031, To year 2026–2036.
  5. Row dimensions. Dimension 0 is pre-filled with PL Type.
Selecting a company with search.
Selecting a company with search.
The filled form: PL Type › PL Category › PL Subcategory.
The filled form: PL Type › PL Category › PL Subcategory.
  1. The selected dimensions form the row hierarchy from left to right.
  2. The next dimension unlocks only after the previous one is filled. A value used above is no longer offered.
  3. Save creates the plan.

Billing: by creating a plan you agree that it will be billed at the start of next week according to the price list. Create test plans with care.

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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