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PlanGuru App (Online)

PlanGuru App (Online)

Getting Started

Getting Started in PlanGuru

Log in, Main Screen, and Virtual Walkthrough

Setup & Import

VAT / GST - Value Added Tax Calculation

Creating a Company, Project, and Scenario

QuickBooks Online Import

Import from Excel

Import from Xero

Import from other Accounting Systems

QuickBooks Desktop Import

How to add an Account

Create a Group

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Company Management

Duplicate a Scenario

Delete a Scenario, Project, or Company

Monthly Roll Forward (Forecast)

Annual Roll Forward

Adding a User

Archiving Your Budget

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Forecasting & Modeling

Financial Ratios

Create a Smart Group

Copy/Paste Logic in Assumptions & KPIs

Retained Earnings

Prepaid Expenses

Creating a Note Payable

Entering data manually into the Balance Sheet

Line of Credit

Fixed Assets, Depreciation Expense, and Accumulated Depreciation

Days Cost of Sales

Cash and Cash Equivalents

Taxes based on Net Income

Trend or Average projection method

Using Growth Rate

Using Percent of Other Accounts Projection Method

Entering data manually into your Income Statement

Average Days to Pay

Average Days to Collect

Building a Formula with Assumptions & KPIs

Accrued Expenses

Budgeting & Forecasting Overview

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Reporting & Analysis

Excel Add-in Guide for PlanGuru App

Waterfall Chart

Numerical Gauge Chart

Pie Chart

Area Chart

Column Chart

Line Chart

Financial Statement Reports

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Updates

PlanGuru App Update 1.7

PlanGuru App Update 1.5