Financial Planning & Ontology Graph

Periods

Add

New periods are added to the end. Use ↑ / ↓ on any period to reorder it — handy for slotting historical periods in wherever they belong.

Income Statement<br>Cash Flow Statement<br>Balance Sheet

Editing —

Check Balance Sheet<br>Verifies Total Assets = Total Liabilities + Equity for every period.

Line item (input)

Computed subtotal

Structural aggregation

Cross-statement flow (animated)

+ / − = adds to / subtracts from the target

Hover a node to trace its relationships and see how its number is derived