The side panel plays a central role in COMMITLY and shows all key information for the selected category / period.
The side panel opens when a number in the cash flow table is clicked, for example in a category in a specific period.
In liquidity planning, things change constantly. With the side panel, adjustments can be made directly where they are relevant without extra effort: in the respective period and category, and with reference to actual or expected values.
In the side panel, you can easily switch between periods in the header at the top right:
The side panel is divided into four areas, complemented by a planning dialog for creating budgets:
ACTUALS - Transactions
Display of the actual transactions (Actuals) of the connected bank accounts for the current period.
Functions:
View and search transactions
Create a budget directly from a transaction (one-time or recurring)
EXPECTED - Edit open items
Management of the open items within the selected category and period.
Functions:
Change status, due date and category
Enter new open items directly in the panel
Note: The EXPECTED tab is only available in the Forecast. Open items are not shown in Plans.
PLAN - Manage budgets
Display of all planned budgets in the selected period.
Functions:
Move budgets (e.g. to another period)
Adjust recurring budgets in detail (amount, start and end period). One click opens the detail view. There, the most important settings can be viewed and, above all, changed:
CREATE BUDGET
Access to the planning dialog for new budgets within the selected category.
Functions:
Overview of the category's development over the last 12 months (L12M)
Display of suggestions (e.g. averages of the last months)
Direct adoption of existing transactions for budget creation
The budget dialog is divided into two areas:
a) Information area - Shows the category's development over the last 6 months (L6M). Lists all assigned actual transactions. Individual transactions can be adopted with a click.
b) Action area - Shows suggested plan amounts (last month / 3-month average / 6-month average). Simply adopt them or enter your own values; formulas are also possible (e.g. =120000/12).
Tip: With the side panel, plan values can be adjusted at any time, directly where they occur. Changes are applied to the Forecast immediately.