Suggestions

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Cash flow data in tabular form

I love the cash flow visualization, but seeing cash flows each year by account in tabular form would help me understand (and trust) the model much better

75 votes

Tagged as Suggestion

Suggested 26 October 2022 by user Kelsey

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  • 26 October 2022 Kelsey suggested this task

  • 26 October 2022 Kyle Nolan approved this task

  • avatar

    I imagine this wouldn’t be prohibitively difficult to implement as it would really be listing Sankey data in a table format, perhaps underneath the Sankey chart or alternatively “Cash Flow” menu becomes a dropdown with “Sankey Chart” and “Table” options. Something like that.

    16 March
  • avatar

    Tabular form is also used by most other tools like this, so it can help for auditing and finding variances across different tools.

    18 April
  • avatar

    I agree in that the tablular form is easier to audit comparing plan to plan, or ProjectionLab to another tool. The graphics of the program are very nice but sometimes you need to go “old school” on the data.

    25 June
  • avatar

    This is one of the features I love using in Right Capital. Boldin gives it in a roundabout way (export plan as CSV). Having this feature in PL will make it much easier to see where money is coming and going, and where adjustments are needed in the future to yield the results I want.

    25 June