Financial Planning Calendar
Being an accountant involves a huge number of responsibilities. Instead of desperately trying to manage them with lots of different tools, visualize all upcoming tasks in one calendar. Check out our financial calendar template below and see how to get started.
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Organize teamwork
Distribute tasks across your accounting team according to the workload. Make sure everyone knows what they are responsible for and aware of deadlines that are coming. Try for free
Process requests
Track and respond to all incoming requests from around the organization. Check status updates to make sure that tasks progress. Try for free
Track recurrences
Stay on top of all regular activities from financial reports to repeated payments by creating automatically recurring tasks in your calendar. Try for free
Prioritize tasks
Structure your task list according to priorities and let team members know what tasks are crucial to complete first. Try for free
Love it! I love the view and the way that you can expand out the lifetime of a certain project. It helped visualize workflow by the person on the team or changed to work to be done by the client.
I like how Planyway works with Trello. It allows me to organize everything easily. I use it to see how is my team's schedule and how many hours they've worked. It is useful for my reports too, since I can organize my jobs by labels.
It's very useful in terms of keeping track of time and knowing what jobs I have to do and when to do them. It's also helpful as I can see what my teammates are doing and whether they have too much or too little work on at any one point.
Monitor deadlines
Visualize important deadlines in a single place and provide everyone with a clear idea of time frames to ensure that everything will be done on time. Try for free
Never miss a thing
When you’re afraid to miss something really important, just add a reminder to a task. You’ll get a pop-up notification in your browser in advance. Try for free
Make reports
Create reports to share the planning with other stakeholders and analyze completed work. Try for free
Schedule meetings
Schedule team meetings to discuss current plans and agree on budget meetings with executives. Simply book time and invite participants right in your calendar. Try for free
Collaborate and share
Have all documents and files attached to tasks, so you never get lost and can easily navigate through your workflow. Collaborate and provide your financial team with any aid right in the calendar. Try for freeFinancial planning at your fingertips
Manage workflow even away from the desk with the Planyway financial planner app
Experience a fresh way to manage finance
Build your financial planning calendar and manage it all in one place
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