Entering financing

LivePlan provides various options for modeling your business's financing, including loans, investments, and lines of credit. Your decision will depend on whether you need to repay the money.

If you know the terms of your loans or lines of credit, LivePlan will automatically calculate your payments, breaking down interest expenses and principal payments, and include them in the forecast. You can create Dividend entries for investments to represent future payouts to your investors.

Do you still need to figure out where the money will come from? That's fine, too. Choose the Add Other loan type, then enter the needed amounts and a rough guess at the payback details. You can continually update the forecast later as you obtain funding. Add Other also allows you to forecast loans with custom terms, such as irregular payment schedules and interest-deferred loans.

The Financing page can assist you in adding funds that you will use to pay for big asset purchases like a vehicle loan or capital improvement investments. You can find detailed instructions on how to set up each financing option available in LivePlan by following the links below:

More on forecasting:

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