How to Edit My Plan Start Date on Bizplan?

Where do I go to change my plan’s start date on Bizplan? What’s the process for editing the plan start date in Bizplan? How can I update the start date of my plan in Bizplan?

Your Plan Start Date determines when your financial projections begin within Bizplan. Setting the correct start date ensures your financial model reflects your intended planning period and business timeline.


Steps to Change Plan Start Date

  1. Log in to your Bizplan account.

  2. In the left-hand menu, click on Company to open your company profile.

  3. In the Information section, locate the Plan Start Date field.

  4. Click into the field to activate the calendar tool.

  5. Select the appropriate date from the calendar or manually type the date.

  6. Once you've made your selection, the field will update and saved automatically.


Important Notes

  • The selected Plan Start Date will define the beginning of your financial forecast in the Finance section.

  • Changing this date will not automatically update any manually entered dates for revenue, expenses, or funding—you’ll need to update those separately if necessary.

  • You can adjust your Plan Start Date at any time to reflect changes in your planning strategy.