First select the client you would like to change the financial plan dates for. Then select 'Plans' and then 'Financial Plan' from the dropdown menu.

Once you are on the Financial Plan page, export the current Financial Plan to excel.

When exporting the Financial Plan, you can also manually change the figures too, read this article to find out more on how to do this.

After exporting, the excel will look something like this.

After exporting, simply change the dates along the top column.

You can update the figures in Clarity after or do this when also updating the dates on this excel, just be careful and ensure that you DO NOT edit any figures which are formula's or add additional rows/ columns.

Once you have edited the figures/dates on the spreadsheet, after saving you can then reimport this back into the Clarity platform and the figures will automatically update.

If you want to learn more about how to get the most out of using the Financial Plan in the Clarity platform for a client then click here.