---
title: Entering data manually into the Balance Sheet
description: How to enter data manually in the Balance Sheet
---

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# Entering data manually into the Balance Sheet

## How to enter data manually in the Balance Sheet

 

 

The **Manual Entry** method is PlanGuru’s most basic projection method, but also one of the most frequently used due to its flexibility and simplicity.

While there are more specialized projection methods for certain account types, manual entry is ideal for **fine-tuning balances** or making **direct adjustments**.

---

### 1️⃣ Applying Manual Entry

To apply manual entry to a Balance Sheet account:

1. Double-click on the account, **or** right-click and select **Edit**.
2. In the method selector window, choose **Manual Entry**.

![Manual Entry Balance Sheet](https://help.planguru.com/hs-fs/hubfs/Manual%20Entry%20Balance%20Sheet.png?width=670&height=380&name=Manual%20Entry%20Balance%20Sheet.png)

---

### 2️⃣ Manual Entry Options for Balance Sheet Accounts

#### **Option A: Enter Additions or Reductions**

- Use the **grid at the bottom** of the window.
- Enter monthly increases or decreases to adjust the prior month’s balance.
- Top rows display **historical monthly changes** for reference.

**Example:**

- Add **$10,000** in January 2022.
- Add **$10,000** in June 2022.
- Balance increases by $10,000 in each of those months.

![Entry BS](https://help.planguru.com/hs-fs/hubfs/Entry%20BS.png?width=670&height=375&name=Entry%20BS.png)

---

#### **Option B: Enter Balances Directly in the Sheet**

- Type amounts directly into Balance Sheet cells.
- PlanGuru will **carry that balance forward** automatically.

**Example:**

- Enter **$50,000** in September 2022.
- That balance continues forward into subsequent months unless adjusted again.

![Enter in BS](https://help.planguru.com/hs-fs/hubfs/Enter%20in%20BS.png?width=670&height=202&name=Enter%20in%20BS.png)

---

### 3️⃣ When to Use Manual Entry

Manual entry is most useful for:

- Adjustments to accounts that require **specific overrides**.
- Testing **what-if balances** for individual months.
- Fine-tuning accounts without building complex projection logic.

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