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PlanGuru Technical Support

We are in the process of moving the customer help desk to our new community site!

In the meantime, please email your technical questions directly to us at support@planguru.com

During our normal business hours we will generally respond to support requests within 2 hours.

Customer Support operating hours:
Weekdays - Monday through Friday
8:30AM to 5:00PM MST
In order to receive PlanGuru software support services, it is important that you request support via our PlanGuru Help Desk.

PlanGuru Knowledge Base

In addition to our other support services, you'll find many answers to the most commonly asked questions in the Forums section of our new community site. We expect the community site to be available in mid February!

PlanGuru Professional and Consultant Edition Video Tutorials

Watch some of our video tutuorials of PlanGuru available through the PlanGuru Support YouTube Channel.

Main screen overview demo
Adding a new company
Using non financial items to compute amounts
QuickBooks Import Demo
PlanGuru Budgeting wizard demo
Importing from an Excel spreadsheet
Computing revenue based on units sold
Consolidating departments, divisions and subsidiaries

PlanGuru White Papers

From time to time, we create and email our PlanGuru customers a series of articles and white papers that we believe will be of interest to them. We have recreated them here in .pdf format so you can download and share them.

The Trusted Advisor:
This article discusses levels of trust you have with your clients and how moving to a higher level of trust impacts your ability to advise them.
Download Article

Performance Measurement:
Learn more about a management approach that translates strategy into measures that reflect your client's vision.
Download Article

Business Valuations:
Learn more about the different income based business valuation methods and choosing the appropriate discount rate.
Download Article