Finance: overview and guides
Money · Menu item Finance
Finance: plan income, expenses and liquidity
Finance helps you keep an eye on your money: an EÜR plan for income and expenses per month and a liquidity forecast for the coming months. This is bookkeeping help, not tax advice.
How Finance works in Merchavio
The EÜR plan is a table you fill in by hand; sums and surplus are calculated automatically. Receipts from Bookkeeping flow into the liquidity forecast. Merchavio does not create annual accounts or tax returns.
What you can do in Finance
- EÜR plan per month, from a template or empty
- Sums and surplus calculated automatically
- Liquidity forecast from the average of recent months
- Export the EÜR
Guides for Finance
Frequently asked questions
Does Merchavio replace my tax advisor?
No. Merchavio helps you keep your records, it is not tax advice. It prepares figures and receipts for your tax advisor.