Plan the year and compare with actuals

1. 1Open Budget and switch to Plan mod faktisk.
2. 2If you have more than one company, pick one in the company menu. The combined view can be read but not edited, because each company plans in its own currency.
3. 3Pick the year with the arrows.
4. 4Fill the plan from Udfyld, or by hand: - Kun måneder uden plan writes each month from your recurring lines and subscription income, keeping anything you already typed. Erstat hele planen rewrites it. - Kopier fra {{from}} copies last year's plan, grown or shrunk by a percentage you choose. Months that already have a plan are kept. - Indsæt fra regneark: copy rows from Excel or Google Sheets with the category name first and then January to December. - Click any cell and type. Press Enter or click away to save, Escape to cancel.
5. 5Switch to Faktisk and bring in what really happened. With an accounting system connected, Udfyld then Hent fra fakturaer og regninger adds up the invoices you sent and the supplier bills you received, month by month. Otherwise type or paste the figures.
6. 6Switch to Afvigelse to see actual minus plan. Green is good news (more income, or less cost, than planned); red is the opposite.

Figures read from your books are shown in italics. Read them again at any time and they are refreshed. A figure you type over one is yours from then on, and reading again leaves it alone unless you choose Hent dem og erstat tal, du har indtastet.

What counts from the books. Income is every invoice that has been sent, paid or is overdue, before VAT; drafts and cancelled invoices are not income. Costs are supplier bills before VAT, leaving out reversed and credited ones. Where they land is set per company under Selskaber og kategorier.

A blank cell is not a zero. Leave a month empty when you have no figure for it yet. It shows as a dash and is left out of the difference, so an unfilled month never looks like a perfect result.

Quarterly and yearly payments land in the month they are paid when the plan is filled from the run-rate, not spread evenly, so the plan matches your bank.

Resultat pr. måned above the grid shows plan and actual side by side. Eksporter downloads what is on screen as a file Excel opens.