If you are starting a new business plan at any time after January 1, 2025, your financial projections will automatically be set to start during 2025. Plans that were initially opened in 2024 will continue to show this year in the financial tables.
If you are working on a plan that you opened in 2024 but wish to remove the data associated with that year, you can follow these steps:
Go through the pages that you need to update in your Financial section and change the date for every line item with your desired start year. Modifiable line items in the Financial section will be shown in green font.
Update the year in the corresponding analysis charts.
The resulting chart should look similar to this. The current year will still appear, but no values will be attributed to it.
To revert your financial line items back to the current year, click on the Regenerate icon at the top of the page.
