Where do I go to reorder my business plan’s expense categories in Bizplan? What steps do I follow to rearrange expense groups in my Bizplan financials? How can I change the order of expense categories in my business plan?
You can rearrange the order of your expense categories by dragging and dropping them into a new position. This can be useful for grouping related costs or prioritizing certain categories in your financial model.
Steps to Rearrange Expense Categories
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Log in to your account and go to the builder.
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Click on Finance in the left-hand navigation menu.
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Select the Expenses tab at the top of the page.
- Locate the expense category you want to move.
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Hover your mouse over the colored bar to the left of the expense category.
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When the pan/move cursor appears, click and drag the expense group to the desired position.
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Release your mouse to drop the group into place.
Notes
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All changes are automatically saved as soon as you move the item.
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Rearranging expense categories does not affect your calculations—only the display order.
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You can reorder categories as often as needed to match your workflow or reporting preferences.