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SMB BUDGETING SOFTWARE, FINANCIAL REPORTING TOOLS QuickBooks Online, Xero & Excel Import. Excel Import for Financial & Non-Financial Data. Budget/Forecast for up to 10 Years. Pre-built 3-Way Forecasting Structure. Automatically solved Cash Flow Statement. 20+ Standard Forecasting Methods. Formula Builder to Create Custom Methods. Budget Archive Feature.ABOUT US - PLANGURU
Contact Us Sales and General Inquiries: North and South America Telephone: 1 (888) 822-6300 x701 sales@planguru.com Australia and Asia / Pacific Region Telephone: (+61) 7 3102 1330 Regional Representative: Paul Barnaby paul@planguru.com South Africa and Africa Telephone: 1 (888) 822-6300 sales@planguru.com United Kingdom and Europe Telephone: (+44) 161 641 5547 Regional PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources LOGGING INTO PLANGURU'S CLOUD HOSTING If you have connected with a PlanGuru team member and they have set up a Cloud Hosted environment for you, follow the instructions below to login. 1) Once your Cloud Hosted environment is created, you will receive an automated email that will look similar to the following: 2) Once you've downloaded and installed vWorkspace, restart yourcomputer.
BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED 1. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select "Add-ins" on the left side and click "Go" to Manage Excel Add-ins. Use the browse menu to locate and select the “pgreports v6.1.xlam” file and click the “OK” button. QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PlanGuru and QuickBooks must be running on the same machine. Whether you’re running PlanGuru from your local machine (Machine License), or on a shared network server(Network
PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Forecast all 3 Financial Statements. With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financialdata.
SMB BUDGETING SOFTWARE, FINANCIAL REPORTING TOOLS QuickBooks Online, Xero & Excel Import. Excel Import for Financial & Non-Financial Data. Budget/Forecast for up to 10 Years. Pre-built 3-Way Forecasting Structure. Automatically solved Cash Flow Statement. 20+ Standard Forecasting Methods. Formula Builder to Create Custom Methods. Budget Archive Feature.ABOUT US - PLANGURU
Contact Us Sales and General Inquiries: North and South America Telephone: 1 (888) 822-6300 x701 sales@planguru.com Australia and Asia / Pacific Region Telephone: (+61) 7 3102 1330 Regional Representative: Paul Barnaby paul@planguru.com South Africa and Africa Telephone: 1 (888) 822-6300 sales@planguru.com United Kingdom and Europe Telephone: (+44) 161 641 5547 Regional PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources LOGGING INTO PLANGURU'S CLOUD HOSTING If you have connected with a PlanGuru team member and they have set up a Cloud Hosted environment for you, follow the instructions below to login. 1) Once your Cloud Hosted environment is created, you will receive an automated email that will look similar to the following: 2) Once you've downloaded and installed vWorkspace, restart yourcomputer.
BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED 1. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select "Add-ins" on the left side and click "Go" to Manage Excel Add-ins. Use the browse menu to locate and select the “pgreports v6.1.xlam” file and click the “OK” button. QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PlanGuru and QuickBooks must be running on the same machine. Whether you’re running PlanGuru from your local machine (Machine License), or on a shared network server(Network
PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other ResourcesPLANGURU ACCOUNT
Please log in to your account with the username and password created upon purchase. If you do not have a PlanGuru account and would like to purchase PlanGuru click here SIGN UP FOR A FREE BUDGETING AND FORECASTING LIVE DEMO During this demonstration we will go over how to: Construct a customized financial model in minutes (integrated Income Statement, Balance Sheet, and Cash Flow) Import data from QuickBooks Desktop, QuickBooks Online, Xero & Excel. Build Consolidations for Multiple Divisions / departments. Forecast using PlanGuru’s vast array ofProjection Methods.
PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
GETTING STARTED
Getting Started - First Steps. Opening PlanGuru for the first time: When you open PlanGuru we suggest you click the “Open an Existing Company” button and take a look at the sample companies and follow this tutorial along step by step. BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter BUDGET VS. ACTUAL COMPARISON: WHY IT'S NECESSARY Rather than fly by the seat of their pants, these business leaders need to conduct a budget vs. actual comparison. This process involves using financial data to assess how closely a company's spending and generated revenue meets the financial forecasting projections included in its budget. By taking the time to conduct this comparison, business CANCEL OR CHANGE YOUR PLANGURU PLAN Cancel or Change Your PlanGuru Plan. Contact our Help desk here to cancel or make any changes to your Account.PLANGURU ANALYTICS
PlanGuru Analytics News. PGA Release Notes - 2/15/2014 Deployment. PGA 3/7/2014 – Deployment Notes. PlanGuru Analytics - Notes, Feedback and Enhancements in Progress. PGA Enhancements in development. PGA Deployment Notes - 5/23/14 Deployment. See more. PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Forecast all 3 Financial Statements. With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financialdata.
ABOUT US - PLANGURU
Contact Us Sales and General Inquiries: North and South America Telephone: 1 (888) 822-6300 x701 sales@planguru.com Australia and Asia / Pacific Region Telephone: (+61) 7 3102 1330 Regional Representative: Paul Barnaby paul@planguru.com South Africa and Africa Telephone: 1 (888) 822-6300 sales@planguru.com United Kingdom and Europe Telephone: (+44) 161 641 5547 RegionalPLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter PLANGURU APP (ONLINE) Setup & Import. Import from other Accounting Systems. QuickBooks Desktop Import. Import from Xero. QuickBooks Online Import. DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED 1. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select "Add-ins" on the left side and click "Go" to Manage Excel Add-ins. Use the browse menu to locate and select the “pgreports v6.1.xlam” file and click the “OK” button.PLANGURU ANALYTICS
PlanGuru Analytics News. PGA Release Notes - 2/15/2014 Deployment. PGA 3/7/2014 – Deployment Notes. PlanGuru Analytics - Notes, Feedback and Enhancements in Progress. PGA Enhancements in development. PGA Deployment Notes - 5/23/14 Deployment. See more. QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PlanGuru and QuickBooks must be running on the same machine. Whether you’re running PlanGuru from your local machine (Machine License), or on a shared network server(Network
ACTIVATING THE ADVANCED REPORTING ADD-IN INSIDE EXCEL Activating the Advanced Reporting Add-In inside Excel. 1. The first step is to "point" Excel to the add-in file. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select"Add-ins" on the
PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Forecast all 3 Financial Statements. With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financialdata.
ABOUT US - PLANGURU
Contact Us Sales and General Inquiries: North and South America Telephone: 1 (888) 822-6300 x701 sales@planguru.com Australia and Asia / Pacific Region Telephone: (+61) 7 3102 1330 Regional Representative: Paul Barnaby paul@planguru.com South Africa and Africa Telephone: 1 (888) 822-6300 sales@planguru.com United Kingdom and Europe Telephone: (+44) 161 641 5547 RegionalPLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter PLANGURU APP (ONLINE) Setup & Import. Import from other Accounting Systems. QuickBooks Desktop Import. Import from Xero. QuickBooks Online Import. DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED 1. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select "Add-ins" on the left side and click "Go" to Manage Excel Add-ins. Use the browse menu to locate and select the “pgreports v6.1.xlam” file and click the “OK” button.PLANGURU ANALYTICS
PlanGuru Analytics News. PGA Release Notes - 2/15/2014 Deployment. PGA 3/7/2014 – Deployment Notes. PlanGuru Analytics - Notes, Feedback and Enhancements in Progress. PGA Enhancements in development. PGA Deployment Notes - 5/23/14 Deployment. See more. QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PlanGuru and QuickBooks must be running on the same machine. Whether you’re running PlanGuru from your local machine (Machine License), or on a shared network server(Network
ACTIVATING THE ADVANCED REPORTING ADD-IN INSIDE EXCEL Activating the Advanced Reporting Add-In inside Excel. 1. The first step is to "point" Excel to the add-in file. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select"Add-ins" on the
SMB BUDGETING SOFTWARE, FINANCIAL REPORTING TOOLS PlanGuru Analytics. PlanGuru Analytics is a web based dashboard and reporting tool that works in tandem with PlanGuru. Advisors and Managers can now effectively collaborate without the headaches of printing and disseminating report packages.PLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
PLANGURU UPDATES AND DOWNLOADS PlanGuru Downloads & Updates PG S Update (v8) PlanGuru Updates are released as needed to address issues that have arisen since the initial release of a version. PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitterGETTING STARTED
Getting Started - First Steps. Opening PlanGuru for the first time: When you open PlanGuru we suggest you click the “Open an Existing Company” button and take a look at the sample companies and follow this tutorial along step by step. PLANGURU APP (ONLINE) Setup & Import. Import from other Accounting Systems. QuickBooks Desktop Import. Import from Xero. QuickBooks Online Import. PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
CANCEL OR CHANGE YOUR PLANGURU PLAN Cancel or Change Your PlanGuru Plan. Contact our Help desk here to cancel or make any changes to your Account. PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Forecast all 3 Financial Statements. With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financialdata.
ABOUT US - PLANGURU
Contact Us Sales and General Inquiries: North and South America Telephone: 1 (888) 822-6300 x701 sales@planguru.com Australia and Asia / Pacific Region Telephone: (+61) 7 3102 1330 Regional Representative: Paul Barnaby paul@planguru.com South Africa and Africa Telephone: 1 (888) 822-6300 sales@planguru.com United Kingdom and Europe Telephone: (+44) 161 641 5547 RegionalPLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter PLANGURU APP (ONLINE) Setup & Import. Import from other Accounting Systems. QuickBooks Desktop Import. Import from Xero. QuickBooks Online Import. DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED 1. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select "Add-ins" on the left side and click "Go" to Manage Excel Add-ins. Use the browse menu to locate and select the “pgreports v6.1.xlam” file and click the “OK” button.PLANGURU ANALYTICS
PlanGuru Analytics News. PGA Release Notes - 2/15/2014 Deployment. PGA 3/7/2014 – Deployment Notes. PlanGuru Analytics - Notes, Feedback and Enhancements in Progress. PGA Enhancements in development. PGA Deployment Notes - 5/23/14 Deployment. See more. QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PlanGuru and QuickBooks must be running on the same machine. Whether you’re running PlanGuru from your local machine (Machine License), or on a shared network server(Network
ACTIVATING THE ADVANCED REPORTING ADD-IN INSIDE EXCEL Activating the Advanced Reporting Add-In inside Excel. 1. The first step is to "point" Excel to the add-in file. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select"Add-ins" on the
PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Forecast all 3 Financial Statements. With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financialdata.
ABOUT US - PLANGURU
Contact Us Sales and General Inquiries: North and South America Telephone: 1 (888) 822-6300 x701 sales@planguru.com Australia and Asia / Pacific Region Telephone: (+61) 7 3102 1330 Regional Representative: Paul Barnaby paul@planguru.com South Africa and Africa Telephone: 1 (888) 822-6300 sales@planguru.com United Kingdom and Europe Telephone: (+44) 161 641 5547 RegionalPLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter PLANGURU APP (ONLINE) Setup & Import. Import from other Accounting Systems. QuickBooks Desktop Import. Import from Xero. QuickBooks Online Import. DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED 1. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select "Add-ins" on the left side and click "Go" to Manage Excel Add-ins. Use the browse menu to locate and select the “pgreports v6.1.xlam” file and click the “OK” button.PLANGURU ANALYTICS
PlanGuru Analytics News. PGA Release Notes - 2/15/2014 Deployment. PGA 3/7/2014 – Deployment Notes. PlanGuru Analytics - Notes, Feedback and Enhancements in Progress. PGA Enhancements in development. PGA Deployment Notes - 5/23/14 Deployment. See more. QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PlanGuru and QuickBooks must be running on the same machine. Whether you’re running PlanGuru from your local machine (Machine License), or on a shared network server(Network
ACTIVATING THE ADVANCED REPORTING ADD-IN INSIDE EXCEL Activating the Advanced Reporting Add-In inside Excel. 1. The first step is to "point" Excel to the add-in file. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select"Add-ins" on the
SMB BUDGETING SOFTWARE, FINANCIAL REPORTING TOOLS PlanGuru Analytics. PlanGuru Analytics is a web based dashboard and reporting tool that works in tandem with PlanGuru. Advisors and Managers can now effectively collaborate without the headaches of printing and disseminating report packages.PLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
PLANGURU UPDATES AND DOWNLOADS PlanGuru Downloads & Updates PG S Update (v8) PlanGuru Updates are released as needed to address issues that have arisen since the initial release of a version. PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitterGETTING STARTED
Getting Started - First Steps. Opening PlanGuru for the first time: When you open PlanGuru we suggest you click the “Open an Existing Company” button and take a look at the sample companies and follow this tutorial along step by step. PLANGURU APP (ONLINE) Setup & Import. Import from other Accounting Systems. QuickBooks Desktop Import. Import from Xero. QuickBooks Online Import. PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
CANCEL OR CHANGE YOUR PLANGURU PLAN Cancel or Change Your PlanGuru Plan. Contact our Help desk here to cancel or make any changes to your Account. PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Forecast all 3 Financial Statements. With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financialdata.
SMB BUDGETING SOFTWARE, FINANCIAL REPORTING TOOLS QuickBooks Online, Xero & Excel Import. Excel Import for Financial & Non-Financial Data. Budget/Forecast for up to 10 Years. Pre-built 3-Way Forecasting Structure. Automatically solved Cash Flow Statement. 20+ Standard Forecasting Methods. Formula Builder to Create Custom Methods. Budget Archive Feature.ABOUT US - PLANGURU
Contact Us Sales and General Inquiries: North and South America Telephone: 1 (888) 822-6300 x701 sales@planguru.com Australia and Asia / Pacific Region Telephone: (+61) 7 3102 1330 Regional Representative: Paul Barnaby paul@planguru.com South Africa and Africa Telephone: 1 (888) 822-6300 sales@planguru.com United Kingdom and Europe Telephone: (+44) 161 641 5547 Regional PLANGURU UPDATES AND DOWNLOADS PlanGuru Downloads & Updates PG S Update (v8) PlanGuru Updates are released as needed to address issues that have arisen since the initial release of a version. PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED 1. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select "Add-ins" on the left side and click "Go" to Manage Excel Add-ins. Use the browse menu to locate and select the “pgreports v6.1.xlam” file and click the “OK” button. QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PlanGuru and QuickBooks must be running on the same machine. Whether you’re running PlanGuru from your local machine (Machine License), or on a shared network server(Network
PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Forecast all 3 Financial Statements. With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financialdata.
SMB BUDGETING SOFTWARE, FINANCIAL REPORTING TOOLS QuickBooks Online, Xero & Excel Import. Excel Import for Financial & Non-Financial Data. Budget/Forecast for up to 10 Years. Pre-built 3-Way Forecasting Structure. Automatically solved Cash Flow Statement. 20+ Standard Forecasting Methods. Formula Builder to Create Custom Methods. Budget Archive Feature.ABOUT US - PLANGURU
Contact Us Sales and General Inquiries: North and South America Telephone: 1 (888) 822-6300 x701 sales@planguru.com Australia and Asia / Pacific Region Telephone: (+61) 7 3102 1330 Regional Representative: Paul Barnaby paul@planguru.com South Africa and Africa Telephone: 1 (888) 822-6300 sales@planguru.com United Kingdom and Europe Telephone: (+44) 161 641 5547 Regional PLANGURU UPDATES AND DOWNLOADS PlanGuru Downloads & Updates PG S Update (v8) PlanGuru Updates are released as needed to address issues that have arisen since the initial release of a version. PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED 1. Open Excel and click the “Office” or the “File” button in the top left-hand corner of the application. Next, click the "Options" button, and select "Add-ins" on the left side and click "Go" to Manage Excel Add-ins. Use the browse menu to locate and select the “pgreports v6.1.xlam” file and click the “OK” button. QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PlanGuru and QuickBooks must be running on the same machine. Whether you’re running PlanGuru from your local machine (Machine License), or on a shared network server(Network
PLANGURU UPDATES AND DOWNLOADS PlanGuru Downloads & Updates PG S Update (v8) PlanGuru Updates are released as needed to address issues that have arisen since the initial release of a version.PLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
PLANGURU ACCOUNT
Please log in to your account with the username and password created upon purchase. If you do not have a PlanGuru account and would like to purchase PlanGuru click hereSUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
INSTALLING PLANGURU
Installing PlanGuru on your Desktop. To install PlanGuru on your local machine, simply use the link provided in your invoice and download the installer on to the desired machine. Then run the installer. By default PlanGuru installs to this location: C:\Program Files (x86)\PlanGuru LLC (or C:\Program Files\PlanGuru LLC depending on ifyour
GETTING STARTED
Getting Started - First Steps. Opening PlanGuru for the first time: When you open PlanGuru we suggest you click the “Open an Existing Company” button and take a look at the sample companies and follow this tutorial along step by step. PLANGURU APP (ONLINE) Setup & Import. Import from other Accounting Systems. QuickBooks Desktop Import. Import from Xero. QuickBooks Online Import. BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Solutions that can integrate with Excel can give large businesses the ability to import up to five years of past data in order to have a more full-fledged idea of future forecasts. Budgeting software can also be used in the cloud, giving users access to their budgets from anywhere. var addthis_config = {services_compact: ‘facebook,twitter ACTIVATING YOUR PLANGURU ACCOUNT 1) Find the Your PlanGuru Downloads & Licenses email sent from orders@planguru.com when you first subscribed to PlanGuru. 2) In this email you will find a Manage your PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Make better decisions, increase profit, & accomplish your goals PlanGuru helps thousands of businesses, nonprofits and their advisors drive better decision making through these time-tested processes. Budgeting & Financial Analytics Set financial goals and SMB BUDGETING SOFTWARE, FINANCIAL REPORTING TOOLS PlanGuru Analytics. PlanGuru Analytics is a web based dashboard and reporting tool that works in tandem with PlanGuru. Advisors and Managers can now effectively collaborate without the headaches of printing and disseminating report packages. PLANGURU UPDATES AND DOWNLOADSPLANGURU V8PLANGURU REVIEWSPLANGURU SOFTWAREPLANNING BUDGETING AND FORECASTING SOFTWAREFINANCIAL BUDGETING AND FORECASTING SOFTWARE PlanGuru Downloads & Updates PG S Update (v8) PlanGuru Updates are released as needed to address issues that have arisen since the initial release of a version.PLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Many large corporations throughout the United States have more consistent funding and cashflow than small businesses and nonprofits, but while they may be more steady, having a strong budget is still of the utmost importance. Large companies must make sure they have capital to pay the bills and keep the lights on, while also having DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED Downloading > Activating > Installing the Advanced Reporting Add-In. PlanGuru Customers, After purchasing a PlanGuru subscription and running the installer, the add-in QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. PlanGuru Users, While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PLANGURU | BUSINESS BUDGETING SOFTWARE, BUSINESS PLANNINGSUPPORTTRY IT FREEBUSINESS/NONPROFIT PLANSADVISOR PLANSSMALL BUSINESSES Make better decisions, increase profit, & accomplish your goals PlanGuru helps thousands of businesses, nonprofits and their advisors drive better decision making through these time-tested processes. Budgeting & Financial Analytics Set financial goals and SMB BUDGETING SOFTWARE, FINANCIAL REPORTING TOOLS PlanGuru Analytics. PlanGuru Analytics is a web based dashboard and reporting tool that works in tandem with PlanGuru. Advisors and Managers can now effectively collaborate without the headaches of printing and disseminating report packages. PLANGURU UPDATES AND DOWNLOADSPLANGURU V8PLANGURU REVIEWSPLANGURU SOFTWAREPLANNING BUDGETING AND FORECASTING SOFTWAREFINANCIAL BUDGETING AND FORECASTING SOFTWARE PlanGuru Downloads & Updates PG S Update (v8) PlanGuru Updates are released as needed to address issues that have arisen since the initial release of a version.PLANGURU DESKTOP
Our 30 Day Free Trial allows you to create intelligent Budgets, Rolling Forecasts and Strategic Plans with our Windows-based Desktopsoftware.
PLANGURU | ACCESS A VARIETY OF VIDEO TUTORIALS AND GUIDES Getting Started. This video will give you a quick tour of PlanGuru’s functionality and will help you get started in the product. If you have never used PlanGuru before this is the best place to start.SUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Many large corporations throughout the United States have more consistent funding and cashflow than small businesses and nonprofits, but while they may be more steady, having a strong budget is still of the utmost importance. Large companies must make sure they have capital to pay the bills and keep the lights on, while also having DOWNLOADING > ACTIVATING > INSTALLING THE ADVANCED Downloading > Activating > Installing the Advanced Reporting Add-In. PlanGuru Customers, After purchasing a PlanGuru subscription and running the installer, the add-in QUICKBOOKS > PLANGURU INTERFACE REQUIREMENTS QuickBooks > PlanGuru Interface Requirements. PlanGuru Users, While the QuickBooks Import interface is simple and easy to use, there are some basic requirements that need to be met. PLANGURU UPDATES AND DOWNLOADS PlanGuru Downloads & Updates PG S Update (v8) PlanGuru Updates are released as needed to address issues that have arisen since the initial release of a version.PLANGURU ACCOUNT
Please log in to your account with the username and password created upon purchase. If you do not have a PlanGuru account and would like to purchase PlanGuru click hereSUPPORT - PLANGURU
Support Help Center View our Help Center to find articles related to PlanGuru functionality, and announcements about recent releases. Also, you may submit a support ticket and receive prompt response for any question you have. Visit the Help Center Other Resources PLANGURU DESKTOP (WINDOWS) PlanGuru Desktop in Cloud Hosting. Saving Cloud Excel reports to your local machine; Using the Advanced Reporting Add-In in the Cloud;Moving PlanGuru
INSTALLING PLANGURU
Installing PlanGuru Where are you installing PlanGuru? Desktop Install Instructions | Network Server Install Instructions. Installing PlanGuru on your Desktop. To install PlanGuru on your local machine, simply use the link provided in your invoice and download the installer on to the desired machine.GETTING STARTED
Getting Started - First Steps. Opening PlanGuru for the first time: When you open PlanGuru we suggest you click the “Open an Existing Company” button and take a look at the sample companies and follow this tutorial along step by step. PLANGURU APP (ONLINE) Updates Getting Started Navigating PlanGuru Desktop Setup & Maintenance QuickBooks Online Import QuickBooks Desktop Import BUSINESS BUDGETING WITH EXCEL: THE PROS AND CONS Many large corporations throughout the United States have more consistent funding and cashflow than small businesses and nonprofits, but while they may be more steady, having a strong budget is still of the utmost importance. Large companies must make sure they have capital to pay the bills and keep the lights on, while also having ACTIVATING YOUR PLANGURU ACCOUNT 1) Find the Your PlanGuru Downloads & Licenses email sent from orders@planguru.com when you first subscribed to PlanGuru. 2) In this email you will find a Manage your 3 REASONS WHY HEALTHCARE ORGANIZATIONS NEED BUDGETING In the healthcare world, staff wages and benefits account for a large portion of the budget, and because of this, medical facilities need an effective tool to keep track of all of their labor expenses. By integrating budgeting software into the financial planning process, chief financial officers at healthcare organizations will have the This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy.
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2020-07-22T18:55:50-04:00 MAKE BETTER DECISIONS, INCREASE PROFIT, & ACCOMPLISH YOUR GOALS PlanGuru helps thousands of businesses, nonprofits and their advisors drive better decision making through these time-tested processes. BUDGETING & FINANCIAL ANALYTICS Set financial goals and assign accountability for results. Analyze financial performance in a timely and practical way that drives betterdecisions.
ROLLING FORECAST
Understand the full implications of your decisions on profitability and cash, before you make them. Adapt quickly and confidently to achanging world.
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Define a long-term vision for your company, get everyone working in the same direction. Run what-if scenarios to evaluate risks andopportunities.
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Need help getting off the ground? Our team will help you implement PlanGuru based on your time horizon and cost constraints. Learn more about Launch BUILD INTELLIGENT, DYNAMIC FINANCIAL FORECASTSAttend a Live Demo
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FORECAST ALL 3 FINANCIAL STATEMENTS With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financial data.* __
CREATE AN ANALYSIS IN MINUTES With our general ledger import utilities, you’ll be able to import historical results in only a few minutes. On a monthly basis, with just a few clicks, you’ll be able to view budget vs actual reports and build rolling forecasts.* __
UNLIMITED BUDGETING FLEXIBILITY PlanGuru provides a flexible structure that will allow you to create simple high-level small business budget or a detailed multi-department operating budget with consolidations.* __
MAKE BETTER DECISIONS WITH SCENARIO ANALYSIS Our robust planning framework provides a forecasting tool that can interpret the likely financial impact of specific events with greater precision. By building scenario analysis in PlanGuru, you can make the important investments and strategic decisions with confidence that you’ve done your due diligence.* __
GAIN INSIGHT PREVIOUSLY UNATTAINABLE With PlanGuru’s Reporting Tools, you can view the specific aspects of your business that are working and ones that are not. With that insight, you’ll be able to make the adjustments that will help yourbusiness succeed.
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PlanGuru Launch is designed to get you up and running in PlanGuru as quickly as possible. This customized package is created to fit your business’s needs, whether that is simply helping you with extra 1-on-1 product setup and training or designing and building a budgeting, forecasting, and reporting process for you.Details
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