Getting Started
This video will give you a quick tour of PlanGuru App’s functionality and will help you get started in the product. If you have never used the PlanGuru App before this is the best place to start.
Setup & Import
Setup
Login, Home and Virtual Walkthrough
Create a Company, Project, & Scenario
Create a Consolidation Project
Add an Account
Move Accounts
Create a Group of Accounts
Setting up VAT/GST
Imports
QuickBooks Online Import
Xero Import
Excel Import
Company Management
Adding a User
Archive a Budget
Monthly Roll Forward (Forecast)
Annual Roll Forward
Duplicate a Scenario
Forecasting & Modeling
Income Statement
Manual Entry (IS)
Growth Rate
Percent (%) of Other Accounts
Historical Trend or Average
Assumptions & KPIs Formula
Taxes based on Net Income
Wages and Payroll Taxes
Balance Sheet
Manual Entry (BS)
Cash and Cash Equivalents
Average Days to Collect (AR)
Days Cost of Sales (Inventory)
Prepaid Expense
Fixed Assets, Depreciation Expense, Accumulated Depreciation
Average Days to Pay (AP)
Accrued Expenses
Line of Credit
Create a Note Payable (Loan)
Retained Earnings
Assumptions & KPIs
Copy / Paste Logic
Create a Smart Group
Financial Ratios
Reporting & Analysis
Report Builder
Financial Statements Report (Table Chart)
Line Chart
Column Chart
Area Chart
Pie Chart
Numerical Gauge Chart
Waterfall Chart
Advanced Reporting Excel Add-in
Advanced Reporting Excel Add-in