Review a Buying Plan by Month and Close

This guide provides step-by-step instructions on how to review and close buying plans by month. It is useful for individuals who want to efficiently manage their purchasing activities and ensure that approved months are properly closed.

1. Navigate to your dashboard https://app.mfp.net.au/buyingplans/2

2. Navigate to your buying plan, and click the "Review By Categories" button

3. Select the category you want to review in the category list on the left menu

4. Click the checkbox above the Month and Year column you want to close. You can select multiple months at a time

   • Note: Make sure that month has been approved before closing it

5. Click the "Close" button on the top right to close your selected months

6. Once you are confident in your selection, click the "Continue" button on the confirmation message box to proceed

   • If you are not ready, click the "Cancel" button to go back