Expenses Tab Features

Plannuh's new expenses tab is an intuitive, efficient and intelligent way to manage your expenses. We designed it to give you the speed and familiarity of spreadsheets, but to provide much more value for your effort.

We're very happy to announce this new major feature in Plannuh. It's kept us busy for the past two months, and represents a major upgrade to the product. Peter's blog explains why we did this, and I am going to show you how it works. So below, you will find brief summaries of new capabilities and how-to videos for most of the new features.

You should come back and check this blog out again in a couple of weeks, because there are even more new features coming to the Expenses Tab in the next two weeks.

We hope you like it, and we'd love your feedback.

Quick Tour

To kick things off, here's a quick tour, to get you grounded:

Planned Amounts vs Current Amounts

Our customers asked us to help them keep a track of what they originally planned to spend on expenses, what they really spent, and what the difference was. This data helps them plan better in the next planning cycle. Learn more about it here:

 

Expense Status

The video above explained the new "Planned Amount", "Current Amount" and "Difference" columns. The video below explains how Expense Status works in Plannuh. It reinforces some of the behavior of those new columns, and explains how you can move expenses through the lifecycle from Planned, to Committed, to Closed.

 

Expense Parents

Every expense needs to belong 🏠 💚 In Plannuh, an expense can belong to a Goal, a Campaign, an Expense Bucket...or it can remain unassigned if you prefer.  You can select the parent for your expense from the 'Parent' menu in the expense panel in the Expenses tab. Plannuh will show you all the valid homes for your expense based on its characteristics. You can easily change the parent at any time after you've initially set it by returning to the same menu. Check it out here:

 

Sort

You can sort by any column that has a blue sort icon to the right of the column header, as shown in this video:

 


Filters

You can filter the table by any column that has a blue filter icon beneath the column header.

 


All filters in the top tool bar apply to the Expenses Tab as well

View By

You can arrange how you view the expenses as a flat list, arranged by budget segment, or arranged by plan structure (Goal -> Campaign -> Expenses Buckets). You can add new expenses to any view.

 

Selecting an Expense

As you navigate through the expense list, Plannuh shows you which expense is in focus. When you click on the expense, it opens the detail panel for that expense and shows you which cells are editable. You can tab across the fields or click on the fields you want to edit.

Add a one-time expense

You can now add an expense much more quickly in Plannuh, without having to open and click through an Expense modal. You can tab between cells, and the selection menus automatically drop down. As soon as you finish setting the timeframe for the expense, it's saved.

 

Add a recurring expense

If you want to add a recurring expense (e.g. a blanket PO, a retainer, or a monthly digital ad spend) that takes up multiple quarters or months, that's also very easy. Notice how Plannuh automatically spreads out amount across the timeframes, and sets the status for you

 

Upload multiple expenses

If you have lots of expenses to add to your budget, it is quicker to import them using our Expense Upload Template vs entering them one at a time. The video below shows you how to do that.

 

Let us know what you think

We hope you'll love using the new Expenses Tab in Plannuh! Stay tuned because in a couple of weeks were are going to be adding some very cool new features, and we'll keep you updated here, and in the NerdsLetter

 

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