How Do I Add an Expense Category to My Business Plan?

Where do I go to add business expenses in Bizplan? What steps do I follow to include expenses in my business plan? How can I enter operating expenses in my Bizplan financials?

The Expenses section in Bizplan helps you create accurate financial forecasts by allowing you to enter specific expense categories, frequencies, and amounts. This ensures your business plan reflects a complete picture of your projected operational costs.

Steps to Add an Expense Category

1. Log in to your account and go to the builder.

2. Click on Finance in the left-hand navigation menu.

3. Select the Expenses tab at the top of the page.

4. Click the Add Group button in the upper-right corner.

5. Enter a name for your expense category.

6. Click Select An Expense Type and choose a sub-category from the dropdown menu.

7. Enter the amount, timeframe, start date, and optional variation.

8. Click Save to finalize the expense category.

9. Repeat these steps if you need to add more expense categories to your business plan.

Notes

• You can create multiple expense categories to reflect different parts of your business (e.g., Operations, Marketing, Administrative).

• Expense entries are automatically factored into your financial forecasts and dashboard reports.

• You can edit or delete any expense entry at any time by reopening the category.