The plan establishes a FORECAST of monthly income during its duration.

Can be used together with Recurring transactions but they are different.

Plans do not change transactions or category reports, they only establish forecasts for control.

Plan vs Recurring transaction

	PLAN	RECURRING TRANSACTION
Establishes	monthly INCOME FORECAST	monthly TRANSACTION
Counted in reports	no	yes
Needs to be linked to a person/contact	yes	no
Needs to be linked to a category	yes	no

Forecasts in different currencies

If the forecast is set in one currency but the payment was made in another currency, Money allows a 1% margin in conversion to consider the forecast fulfilled.

Synchronization with PADMA

• Name, value, payment method and plan end date of the student are sent to PADMA.
• If the student has several plans choose a primary and this will be sent.

Synchronization with Learn DeROSE

• Learn subscriptions with money_category_name will be automatically sent to Money.