Forecasting: Financing, Taxes, & Advanced Topics

Go beyond basics by forecasting loans, investments, taxes, and advanced assumptions that give a more complete financial picture.

Calculator on coins

Articles & Guides

Representing assets that vary over time Can I forecast for multiple locations or related businesses?Adding and managing inventory Entering convertible debt What is the difference between long-term assets and current assets?What is the difference between short-term and long-term debt?Entering a tenant improvement allowance Entering a grant in your forecast Copying forecast figures into a spreadsheet Entering a line of credit Entering financing How do I plan for the purchase of an existing business?

Forecasting for new construction Entering an owner's draw Adding accounts receivable and accounts payable to your forecast Moving your forecast figures into Excel How is interest expense added to my forecast?Representing intellectual property in LivePlan Entering a pre-existing loan with customized payments Entering a previously-owned asset for a start-up business Entering dividends and distributions Entering loans with custom terms Cash flow assumptions How to create a Rolling Forecast in LivePlan

How do I represent asset appreciation or company valuation?Pasting numbers from a spreadsheet into the forecast Entering an asset purchase with a down payment What is the difference between depreciation and amortization?How LivePlan's financial statements handle loans and other financing Entering a cash reserve for a future expense or payment Representing a loan used to purchase a business Entering customer acquisition cost for a subscription Entering asset purchases Entering loans, interest, and loan payments Setting tax rates Entering an investment