Adding annual-detail financial statements to your plan

By default, LivePlan contains a set of financial statements with annual totals: a Profit and Loss, a Balance Sheet, and a Cash Flow. The statements are generated automatically from the data you enter into the Forecast section.

You'll find these statements via the Plan section in the Financial Plan chapter of your business plan: 

  1. Click on the Plan section. This will place you on the View & Edit page:
  2. In the outline, click on Financial Plan to expand that chapter:
  3. You can view your annual-total statements in the Statements section of the Financial Plan chapter.


If you require a download that includes only these annual-detail statements, you can always use the Chapters tool to create this download. For more details, see Choosing which chapters to include in the downloaded plan.
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