Budgeting
You can schedule payments against milestones so the cash flow follows the schedule instead of being maintained by hand.
A cash flow rule can anchor a payment to a **calendar date** or to a **milestone**. The choice looks minor and decides whether the cash flow survives a schedule change.
Select the account, open **Cash Flow**, and choose **Milestones/dates**. Each row is a share of the account paid at one point — see [set a cash flow rule on an account](/kb/article/set-a-cashflow-rule-on-an-account).
Both are offered in the same picker. Choose the **milestone** whenever the payment genuinely depends on the event:
| Payment | Anchor | | -------------------------------------------- | ------------------------------ | | 50% on commencement of principal photography | milestone *First Shooting Day* | | Balance on delivery | milestone *Delivery* | | A fixed insurance instalment on 1 March | a date |
The rule is simply: **if moving the shoot should move the payment, use a milestone.**
Terms like "30 days after delivery" belong in the milestone's own payment delay, not in each rule. Then a change in terms is one edit rather than a search.
The rule's own **± delay in days** is for the exception — this one payment that differs from the standard terms.
Add a row per instalment: 30% at contract, 40% at first shooting day, 30% at delivery. The shares should come to 100%.
When the shoot slips two weeks, every payment anchored to a shoot milestone slips with it, and the cash flow is right without anyone touching it.
A schedule that has been re-planned three times is where this pays for itself — and it is also why deleting a [milestone](/kb/article/set-up-milestones) tells you how many rules depend on it.
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