PlanGuru App (Online)
View all of the PlanGuru App's Help Center guides, documentation and videos including Getting Started, Company Management, Importing, Forecast building and Reporting.
Getting Started
Setup & Import
- Creating a Company, Project, and Scenario
- Create a Consolidation
- How to add an Account
- Move Accounts
- Create a Group
- VAT / GST - Value Added Tax Calculation
- QuickBooks Online Import
- New QuickBooks Online Import
- Import from Excel
- Import from Xero
- QuickBooks Desktop Import
- Import from other Accounting Systems
Company Management
Forecasting & Modeling
- Budgeting & Forecasting Overview
- Entering data manually into your Income Statement
- Entering data manually into the Balance Sheet
- Using Growth Rate
- Using Percent of Other Accounts Projection Method
- Trend or Average projection method
- Building a Formula with Assumptions & KPIs
- Taxes based on Net Income
- Workforce Planning
- Cash and Cash Equivalents
- Average Days to Collect
- Days Cost of Sales
- Prepaid Expenses
- Fixed Assets, Depreciation Expense, and Accumulated Depreciation
- Average Days to Pay
- Accrued Expenses
- Line of Credit
- Creating a Note Payable
- Retained Earnings
- Copy/Paste Logic in Assumptions & KPIs
- Create a Smart Group
- Financial Ratios