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Expense Planning models your operating spend the same way Headcount models people: plan lines are the unit, and the engine forecasts each line across your window and derives the result into the GL.

Plan lines

Each plan line targets a GL account, a department, and optionally a vendor, with a forecast method:
MethodHow it forecasts
ManualYou enter the monthly amounts directly
Growth on baseA baseline grown at a rate, reshaped by a seasonality curve
DriverTied to a business driver
Vendor contractDriven by contracted vendor terms

Baselines and seasonality

  • A line’s baseline can come from a trailing-actuals roll-forward, an uploaded budget, or zero.
  • Seasonality curves spread an annual total across the year and always preserve the total when you reshape them.
Growth-on-base preserves the annual total when you apply a seasonality curve, so reshaping the timing never silently changes the yearly number.

Into the GL

Each plan-line-month posts one GL row, tagged so you can always reconcile planned expense back to its source line.