Adding and editing plan charts

Adding a standard chart

You can add any of LivePlan's pre-built charts to any section of your plan. Some of these are already included in the Financial Plan section of your default plan outline, but you can move them anywhere in the plan you want.

To add a standard chart:

  1. In the Plan section, click the Outline link:
    plan edit outline.png
  2. At the top of the sidebar, select Charts:
  3. In the left sidebar, click on the chart you want to add to your outline and drag it to the new location. Drop it there:
  4. Your changes will save automatically.

Adding a custom chart as an image

LivePlan does not support the creation of custom charts. You can only add the pre-built charts that are already available in the Outline page. If the ability to define your own charts would be valuable to you, please contact us

Although you can't build custom charts within LivePlan, it is still possible to include them in your plan. To do this, create the chart in Excel or another chart-creation tool and then save it as an image or take a screenshot. Finally, use the Add an image option in the text editor to insert the chart into the text:

Arrow Pointing to Add Image.png

For more on adding the image to your plan, read Adding and removing images

Editing a chart

You can change a chart’s title but can’t directly edit the data in a LivePlan chart. To change the data, you have to go back to the forecast area from which the numbers were drawn. For example, to change the Revenue by Month chart data, you need to click the Forecast section and edit the Revenue section of the forecast.

Removing a chart for later use

If you remove a chart item from your plan, it is stored in the Available Content area. You can always add it back to your plan again later.

To remove a chart:

  1. In the Plan section, at the bottom of the left sidebar, click Edit Outline:
    plan edit outline.png
  2. Click on the chart title you want to remove, and drag it to the left sidebar. LivePlan will automatically place it back in the Charts list: 
  3. Your changes will save automatically.
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