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Saving and publishing to statements

What happens after you click Save plan and why a plan can appear in statements with a delay.

1 min read Updated 15. 10. 2026
  1. Save plan writes the scenario values to the app database immediately.
  2. In the background the change is propagated to the analytical warehouse, into the table you see in Source data › Financial plan: Entity, Period, Plan, Scenario, PL Type, PL Category, PL Subcategory, Account, Amount.
  3. Statements (Income statement, Executive summary) read the plan from this warehouse. Until processing finishes they show the last published data.
Source data › Financial plan: plan values as statements read them.
Source data › Financial plan: plan values as statements read them.

If a plan is not broken down to subcategory, the warehouse fills in “Unassigned revenue / expenses” and account “no account”. The plan then shows on the “Unassigned…” rows of the statement. Plans from external sources (Google Sheets), set up in the company detail › External sources, load into the same tabs (Financial plan, Custom plan).

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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