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Plan list

Plans are in the left menu under Plans. The Income statement plans page shows all plans of companies you have access to.

1 min read Updated 15. 10. 2026
The income statement plan list.
The income statement plan list.
  1. The Plans menu item.
  2. Add plan opens the form for a new plan.
  3. Billing notice: a created plan is billed at the start of the following week according to the price list.
  4. Company filter, “All selected” by default.
  5. The bin icon deletes a plan (only with the right permission).

Table columns: Name (link to the detail), Company, Type (Budget / Forecast) and Years.

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. Creating a planYou 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.

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