Set Up Your Data Foundations
-
Setting Up Categories
Map the category fields from your connected data sources into Planir's standardized category slots so you can slice and analyze your data consistently...
-
How Planir’s Data Structure Works
Understand how Planir organizes your financial data across transactions, accounts, and categories — and how this structure shapes your reports,...
-
Setting up your Chart of Accounts
Map your General Ledger accounts to standardized financial statement categories so that your reports, dashboards, and AI insights in Planir are...
