Change plan start date


When a plan is created its start date is set. Start date is always a specific month of a specific year. For planning purposes, it is assumed that the plan starts at the start of the month selected.

The start date you select can be changed once the plan has been created. To change the plan start date, go to a plan’s Settings/General Settings and select Change forecast start date.

The plan date change can be done in two ways - you can either MOVE the plan start date, or you can ROLL the plan start date.


MOVE the plan start date:

This option will set the new date as the start date for your plan, and the dates of all components in the plan will change, with components preserving their position on the plan's timeline relative to the plan's start point.

For example, if a plan starting in January is changed to start in February, then items which previously started in February will be changed to start in March, preserving their start points relative to the beginning of the plan.

Visual of what happens with data:

ROLL the plan start date:

This lets you roll your data forward, giving you the ability to continue the plan into a new period, in effect allowing your business to reforecast your financial model with a new starting date.

 - If your new start date is later than your initial starting date, Brixx will trim any previously existing forecast data, and extend your plan into the future. The data in the extended period will be extrapolated based on your current numbers.

Your components will have their start date changed if the new plan start date goes past their original start date. This means that some components will also be set to 'existing before the plan started', and this will impact your new opening balance.


 - If the new start date is earlier, Brixx will trim any previously existing data after the adjusted end date, adding that time to the new start of the plan.


Visual of what happens with data:

Caution when using the ROLL option:

Your opening balance should be updated to reflect the starting position of accounts like opening cash. Additionally, the Capital and Equity components may not automatically update correctly during the roll forward process.

Therefore, you should review these three after doing a ROLL.

Here’s what you may encounter on the Equity and Capital components and how to quickly update them manually:

  • Rolling forward less or more than a full year(s) may impact the components
  • In the video below you can see how the components, set to calculate quarterly or yearly, are impacted by a Roll Forward - and how to quickly fix them manually if needed