Help/Foreseenly CashFlow/Setting an End Date on a Plan
Foreseenly CashFlow - Accounts & Plans

Setting an End Date on a Plan

Ending or altering a plan

Overview

Each plan includes an optional End Date if you don’t want it to run indefinitely.


If your goal is simply to modify a plan starting from a specific date, you don’t need to end it. Update the plan parameters and set a new Start Date — all previously generated forecast entries will remain unchanged.


If you do want to stop a plan on a specific date, set the End Date and save. The forecast will update accordingly.

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