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The plan establishes a FORECAST<strong> of monthly income </strong>during its duration.

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Can be used together with <a href="https://app.notion.com/p/2c36e123f6e74df29233d64ddcd1b68a?pvs=204">Recurring transactions</a> but they are different.

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

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# <a id="plano-vs-movimento-recorrente" data-help-heading="true"></a>Plan vs Recurring transaction

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<table><thead><tr><th><a id="34423fe1232a4b19b07c8066ac280c2c"></a><a id="34423fe1-232a-4b19-b07c-8066ac280c2c"></a></th><th>PLAN</th><th>RECURRING TRANSACTION</th></tr></thead><tbody><tr><th><a id="87b137ea3ef3412487e219eb10081c5c"></a><a id="87b137ea-3ef3-4124-87e2-19eb10081c5c"></a>Establishes</th><td>monthly INCOME FORECAST</td><td>monthly TRANSACTION</td></tr><tr><th><a id="f8b15a4d4a5e49da960c0c9bc3d86270"></a><a id="f8b15a4d-4a5e-49da-960c-0c9bc3d86270"></a><strong>Counted in reports</strong></th><td><strong>no</strong></td><td><strong>yes</strong></td></tr><tr><th><a id="c1e211cb93cf48f49f31e1a2611b3b4b"></a><a id="c1e211cb-93cf-48f4-9f31-e1a2611b3b4b"></a>Needs to be linked to a person/contact</th><td>yes</td><td>no</td></tr><tr><th><a id="7a2f991cde9b4f899d842cf75fb34ff2"></a><a id="7a2f991c-de9b-4f89-9d84-2cf75fb34ff2"></a>Needs to be linked to a category</th><td>yes</td><td>no</td></tr></tbody></table>

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# <a id="previsões-em-moedas-diferentes" data-help-heading="true"></a>Forecasts in different currencies

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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.

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# <a id="sincronização-com-padma" data-help-heading="true"></a>Synchronization with PADMA

- <a id="872d8194895e46c8bae3d047e6d2ca88"></a><a id="872d8194-895e-46c8-bae3-d047e6d2ca88"></a>Name, value, payment method and plan end date of the student are sent to PADMA.
- <a id="1853160bddf28096a1aecf7dbf8fd9c4"></a><a id="1853160b-ddf2-8096-a1ae-cf7dbf8fd9c4"></a>If the student has several plans choose a <strong>primary</strong> and this will be sent.

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# <a id="sincronização-com-learn-derose" data-help-heading="true"></a>Synchronization with Learn DeROSE

- <a id="08ff482f7ccb4d729f18637c33b82ed3"></a><a id="08ff482f-7ccb-4d72-9f18-637c33b82ed3"></a>Learn subscriptions with <code>money\_category\_name</code> will be automatically sent to Money.

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