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How to develop a financial plan

LEGAL FORMS AND TAXATION

Last update: 19/04/2021

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Report summary

A financial plan is essential for testing the viability of a business project. You can use the Online Business Plan (POL) to analyse the financial viability of your project.  

This report contains a step-by-step guide to downloading the template of the financial plan that forms part of the Online Business Plan and explains how to enter the data so you can see the results of the financial simulation:  Investment and funding plan, Annual results, Cash-flow forecast, etc.  

Summary

  1. Access to the programme and downloading the spreadsheet 

  1. Let's get started! Completing the Home page 

  1. Taxation: choosing a tax payment scheme 

  1. Navigation and usability of the financial plan 

  1. Investment accounting 

  1. Specifying internal and external funding 

  1. Expenses not attributable to the product or service 

  1. Calculating the revenue and expenditure forecast for the commercial network 

  1. How to upload the file when you’ve finished editing it