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

PlanGuru Analytics Full Demo
Getting Started in PlanGuru Analytics
User Roles in PlanGuru Analytics
Dashboards
Report Builder

Standard Reports

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