Adding footnotes, endnotes, or citations to your plan Follow

If you need to add references to sources in your plan, there are several options to consider:

Adding citations in-line:

The simplest method (and the method that works entirely within LivePlan) is to add parenthetical citations within your text blocks. URLs can be added here as well, using the link builder tool:

You may also want to add a custom topic to your plan outline that serves as a bibliography or "cited works" list.


Adding endnotes

You can also add a custom topic for endnotes within LivePlan. The text formatting options within LivePlan allow you to present these notes in the same text size as the main text, and if you wish, they can be italicized or bolded. 

If you'd like different endnote formatting, you can always export your plan as a Word document and update the formatting in Word. If you need live links in your sources, you can also add these in Word.


Adding footnotes

To add footnotes to your plan, you can export your plan as a Word document and then use Word's built-in footnote-creation feature to build your citations.


Forecast notes

Notes can be added directly to LivePlan's forecast tab. Practically any forecast item, and any cell within the forecast, can use this feature to add citations. 

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  • Recommend adding an example of the citation method recommended - I had to go off to Google to remember what that meant.

    Also, recommend on creating a better citation method. Surly some embedded coding could do the trick - you are doing this with the formatting.

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  • Thanks for your suggestion, Brad. There may be multiple ways that an entrepreneur might want to format a parenthetical citation in a business plan, so we've not recommended any single one here. I've passed your suggestion for citation functionality to our product development team as well. They track all requests we get from our customers, and use that information to plan future updates to LivePlan. We add new features according to the amount of demand we're seeing for them, so I'm afraid I can't say with any certainty when we might have a different citation mode available. We appreciate you taking the time to share your needs with us.

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