Exciting news, we've just rolled out our revamped expenditure functionality in Plannr!

If you pop into Plannr, then head to Settings you'll spot a new block for "expenditure". Hit that and you'll see we've already set you up with a few life stages and LOTS of sections / fields too.

Starting from now, if you include the expenditure form on the fact find it'll ask clients to complete the sparkly new expenditure form too.

Thanks for your patience on this, feel free to let us know what you think over at help@plannrcrm.com.