How to make a plan for an existing business

Brixx is a planning tool for both new and existing businesses

If you’re just starting your business, you’ll mostly be concerned with the future. On the other hand, if you’re already in business, you need to ensure your Brixx forecast knows about your existing assets and liabilities.

While the setup process of creating a new plan is the same for both a new and existing business, an existing business will use the "Opening Balance" section more extensively and have several components pre-configured with opening values.


The following series of articles explains how to start a new plan, and how to fill in the Opening Balance section.

  1. How to create a new plan
  2. Opening Balance
  3. Editable rows in the opening balance
  4. Indirectly editable rows in the opening balance