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Help Center
PlanGuru App (Online)
PlanGuru App (Online)
Getting Started
Setup & Import
Company Management
Forecasting & Modeling
Reporting & Analysis
Updates
PlanGuru Desktop (Windows)
Updates
Getting Started
Navigating PlanGuru Desktop
Setup & Maintenance
QuickBooks Online Import
QuickBooks Desktop Import
Excel Import
Analysis Setup
Forecasting & Modeling
PlanGuru Desktop in Cloud Hosting
Technical Inquiries
Installation
Licensing
Managing your PlanGuru Files
Reporting
Advanced Reporting Add-In
Getting Started
Advanced Reporting Add-In Tips and Tricks
Trouble Shooting
PlanGuru Analytics
Getting Started
Subscription Management
Troubleshooting
News
Announcements
PlanGuru University
PlanGuru App (Online)
Getting Started
Getting Started Guide
Getting Started in PlanGuru
Log in, Main Screen, and Virtual Walkthrough
Setup & Import
Move Accounts
Creating a Company, Project, and Scenario
Create a Consolidation
QuickBooks Online Import
New 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
VAT / GST - Value Added Tax Calculation
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Company Management
Adding a User
Annual Roll Forward
Monthly Roll Forward (Forecast)
Delete a Scenario, Project, or Company
Duplicate a Scenario
Archiving Your Budget
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Forecasting & Modeling
Creating a Note Payable
Retained Earnings
Cash and Cash Equivalents
Using Percent of Other Accounts Projection Method
Budgeting & Forecasting Overview
Accrued Expenses
Building a Formula with Assumptions & KPIs
Average Days to Collect
Average Days to Pay
Entering data manually into your Income Statement
Using Growth Rate
Trend or Average projection method
Taxes based on Net Income
Days Cost of Sales
Fixed Assets, Depreciation Expense, and Accumulated Depreciation
Line of Credit
Entering data manually into the Balance Sheet
Prepaid Expenses
Copy/Paste Logic in Assumptions & KPIs
Create a Smart Group
Financial Ratios
Workforce Planning
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Reporting & Analysis
Financial Statement Reports
Line Chart
Column Chart
Area Chart
Pie Chart
Numerical Gauge Chart
Waterfall Chart
Excel Add-in Guide for PlanGuru App
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Updates
PlanGuru App Update 1.9.3
PlanGuru App Update 1.9.1
PlanGuru App Update 1.8.2
PlanGuru App Update 1.8.1
PlanGuru App Update 1.8.0
PlanGuru App Update 1.7.1
PlanGuru App Update 1.7
PlanGuru App Update 1.5
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