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.

 

 

Setup & Import

 

Initial Setup

Adding a Company
Analysis Setup
Adding a Consolidation Analysis
Edit your Analysis Setup
Changing the Data File Path
Managing Analysis Security

Imports

QuickBooks Desktop Import
QuickBooks Desktop Mass Import
QuickBooks Online Import
Xero Import
Excel Import
Importing Non-Financial Data

Forecasting & Modeling

 

Income Statement

Manual Entry
Trends & Averages
Percent of other Categories
Growth Rate
Non-Financial Calculation
Formula Builder
Payroll Utility
Excel Link
Taxes based on Net Income

Balance Sheet

Manual Entry (Balance Sheet)
Cash & Cash Equivalents
Average Days to Collect
Days Cost of Sales
Prepaid Expenses
Fixed Assets, Accumulated Depreciation & Depreciation Expense
Average Days to Pay
Accrued Expenses
Line of Credit
Notes Payable Wizard
Retained Earnings

Other Methods

Calculate Assumptions
Add/Change Supporting Schedule
VAT Liability
VAT Computation

Reporting & Analysis

 
Archived Budget Feature
Update Forecast with Actual Results
Financial Ratios
PlanGuru Reports (Delivered)
Exporting Budgeted Data to Excel Edit
Rollforward Utility
Updating a Group of Analyses
Business Valuation

PlanGuru Analytics

 
Uploading Data to PlanGuru Analytics

Advanced Reporting
Excel Add-in

 
Setting Up the Advanced Reporting Add-in
Connecting to the PlanGuru Files
Defining the Report Layout
Inserting Report Values