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Financial planning tutorial

New feature in DojoExpert: create financial plans and monitor realization! You can plan your revenues and expenses for different transaction types and group them as you want. Find “financial plans” under “Finance” menu and try it out. Here’s an example:

financial plan

On the same page, in left menu you can find two reports: “financial plan” – for printing plans, and “financial plan realization” – which will tell you what’s the realization according to your plan. Example:

financial plan report

To group your transaction types (costs and revenues) you need to go to “Settings” under “Finance” menu. Notice “code” and “group” columns which you can use. To create groups select “manage groups” button:

financial plan types

Hope this new feature will help you manage your dojo more efficiently.