Entering financing

LivePlan offers several options for forecasting financing for your business: loans, investments, and lines of credit. Your choice will depend on whether you need to pay the money back.

If you know the terms of your loans or lines of credit, LivePlan will automatically calculate your payments and include them in the forecast. For investments, you have the option to create Dividend entries to represent future payouts to your investors.

Not sure yet where the money is going to come from? That's fine, too. Just 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 irregular payment schedules and interest-deferred loans.

The Financing page is also helpful for adding the funds you'll use to pay for major asset purchases, such as a vehicle loan or capital improvement investment.

Click the links below for instructions on the various types of financing entries:

More on forecasting:

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