Manage Plans

Farm Focus and Westpac have teamed up to make farm finance simpler. Learn how to prepare your data, complete the five-step application in the Vault, and what happens once you submit.

A baseline plan is a read-only copy of your working plan that you can refer back to as the financial year progresses.

To filter a plan, open it, click the Filter icon, and select a bank account or tag. This will display only relevant information, adjusting balances and planned items accordingly. The filter doesn't apply to the Livestock grid or Dairy Forecaster. When creating a plan for a specific tag, filter first to avoid tagging items individually.

Learn how to keep your livestock numbers accurate, especially when budgeting and at year-end so your reports, budgets, and tax information are reliable.

Go to the Budget landing page to either convert your Working Plan into a Draft or promote your Draft to a Working Plan. Click on the three vertical dots of the Plan you want to move.

To calculate Overdraft Interest in Farm Focus, go to Settings > Bank Accounts, enable the overdraft option, and input the overdraft limit and annual interest rate.

Learn how to record livestock sales and purchases when the invoice date and payment date fall on opposite sides of the revision line.

View this video for more information