--- title: Entering data manually into your Income Statement description: How to use Manual Entry in your Income Statement --- [Skip to content](https://help.planguru.com/knowledge/planguru-app-online/manual-entry-income-statement#main-content) [![PlanGuru Help Center](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_helpcenter.png?width=360&height=50&name=logo_PlanGuru_helpcenter.png)](https://help.planguru.com/knowledge?hsLang=en) - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) Open main navigation Close main navigation - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) - [Submit a Ticket](https://help.planguru.com/tickets-view/new) [Submit a Ticket](https://help.planguru.com/tickets-view/new?hsLang=en) Hello. What do you need help with? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.planguru.com/knowledge?hsLang=en) 2. [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en) 3. [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#forecasting-modeling) # Entering data manually into your Income Statement ## How to use Manual Entry in your Income Statement     #### Manually Entering Data into the Income Statement When budgeting and forecasting, there are times when you know exactly what a value should be — such as **fixed rent**, **material costs**, or **expected sales**. The **Manual Entry** method is PlanGuru’s most basic projection method. It’s also one of the most commonly used because of its **flexibility and simplicity**.   --- ### 1️⃣ How Manual Entry Works - **Yellow cells** = Editable → enter values directly. - **White cells** = Locked → values are calculated by another projection method or formula. - By default, every new account is assigned the **Manual Entry** method. --- ### 2️⃣ Selecting the Manual Entry Method 1. Double-click an account, **or** right-click and select **Edit**. 2. In the projection method selector window, choose **Manual Entry**. ![Manual Entry](https://help.planguru.com/hs-fs/hubfs/Manual%20Entry.png?width=670&height=349&name=Manual%20Entry.png) --- ### 3️⃣ Manual Entry Options #### **Option A: Enter Amounts Directly** - Type numbers into individual cells (monthly or annual). - Use the grid inside the method selector window to see historical values alongside projected ones. - Or enter values directly into the Income Statement. ![Manual Entry](https://help.planguru.com/hs-fs/hubfs/Manual%20Entry.png?width=670&height=349&name=Manual%20Entry.png) #### **Option B: Copy Amounts Forward** - Right-click a cell → **Copy to Right**. - That value is applied to all future months. - Useful for fixed amounts like **rent expense**. ![Copy to Right](https://help.planguru.com/hs-fs/hubfs/Copy%20to%20Right.png?width=408&height=194&name=Copy%20to%20Right.png) #### **Option C: Apply Monthly Amount for All Years** - Enter a number in the first month of a year. - That value auto-fills across all months for that year. ![Apply Monthly](https://help.planguru.com/hs-fs/hubfs/Apply%20Monthly.png?width=670&height=351&name=Apply%20Monthly.png) #### **Option D: Allocate an Annual Amount** 1. Enter an **annual total** in the Full Year column. 2. Select how it should be allocated across months: - Evenly distributed. - Based on last year’s proportions. - Using a seasonality profile from the Assumptions tab. - Custom seasonality (enter monthly percentages for this account). ![Evenly Months](https://help.planguru.com/hs-fs/hubfs/Evenly%20Months.png?width=670&height=370&name=Evenly%20Months.png) --- ### 4️⃣ Overriding Values Regardless of which option you use: - You can always **override a cell** by typing directly into it. - Manual overrides apply immediately to that specific period. ![Manual Overide](https://help.planguru.com/hs-fs/hubfs/Manual%20Overide.png?width=433&height=217&name=Manual%20Overide.png)       - [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#main-content) - [Getting Started](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#getting-started) - [Setup & Import](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#setup-import) - [Company Management](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#company-management) - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#forecasting-modeling) - [PlanGuru Analytics (powered by Reach Reporting)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#planguru-analytics-powered-by-reach-reporting) - [Standard Reports](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#standard-reports) - [Updates](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#updates) - [PlanGuru Desktop (Windows)](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#main-content) - [Updates](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#updates) - [Getting Started](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#getting-started) - [Navigating PlanGuru Desktop](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#navigating-planguru-desktop) - [Setup & Maintenance](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#setup-maintenance) - [QuickBooks Online Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-online-import) - [QuickBooks Desktop Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#quickbooks-desktop-import) - [Excel Import](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#excel-import) - [Analysis Setup](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#analysis-setup) - [Forecasting & Modeling](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#forecasting-modeling) - [Installation](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#installation) - [Licensing](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#licensing) - [Managing your PlanGuru Files](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#managing-your-planguru-files) - [Reporting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#reporting) - [PlanGuru Analytics](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-analytics) - [Technical Inquiries](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#technical-inquiries) - [PlanGuru Desktop in Cloud Hosting](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#planguru-desktop-in-cloud-hosting) - [Advanced Reporting Excel Add-in](https://help.planguru.com/knowledge/planguru-desktop-windows?hsLang=en#advanced-reporting-excel-add-in) - [PlanGuru University](https://help.planguru.com/knowledge/planguru-university?hsLang=en) - [PRODUCTS & PRICING](https://www.planguru.com/products/) - CUSTOMERS - [Small Businesses](https://www.planguru.com/users/small-business/) - [Nonprofits](https://www.planguru.com/users/nonprofit/) - [Accountants / Advisors](https://www.planguru.com/users/accountants-business-advisors/) - LEARNING - [Attend a Live Demo](https://www.planguru.com/products/planguru-webinar-signup/) - [PlanGuru University](https://www.planguru.com/planguru-university/) - [Sign Up for PGU](https://www.planguru.com/planguru-university/) - [PGU Class Materials & Recordings](https://www.planguru.com/planguru-university/class-materials/) - [Video Tutorials](https://www.planguru.com/learning-resources/learning-center/) - [Help Center](https://help.planguru.com/knowledge) - SUPPORT - [Help Center/ Submit a Ticket](https://help.planguru.com/knowledge) - [Downloads / Updates](https://www.planguru.com/support/downloads/) - [Try it FREE](https://www.planguru.com/products/trial/) [![logo_PlanGuru_190-1](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_190-1.png?width=190&height=55&name=logo_PlanGuru_190-1.png "logo_PlanGuru_190-1")](https://www.planguru.com/) Copyright © 2025, PlanGuru