How do I add a planned date in Xero?

You can add a planned date in Xero by using the Tracking feature. Here's how:

1. Go to the "Tracking" tab: This can be found on the left-hand side menu of your Xero dashboard.
2. Select "Tracking Categories": This will display a list of your existing tracking categories.
3. Create a new tracking category: If you don't already have one for planned dates, click "New" and create a category called "Planned Dates."
4. Add a "Planned Date" option: Within the "Planned Dates" category, add a new option for the date you want to track. For example, you could add options like "January 2024," "February 2024," etc.
5. Apply the "Planned Date" tracking category: When you create a new invoice or expense, you can select the "Planned Date" tracking category and choose the specific date from the options you created.

This will allow you to track planned dates for various transactions, making it easier to analyze your data and monitor progress towards your goals.

Example:

Let's say you're planning to launch a new product in March 2024. You can create a tracking category called "Product Launch Dates" and add an option for "March 2024." When creating invoices related to the product launch, you can select "March 2024" from the tracking category. This will help you see all the expenses and income related to the product launch in March 2024, making it easier to track your progress and budget.