PlanGuru Desktop (Windows)
View all of the PlanGuru Desktop's Help Center guides, documentation and videos including Getting Started, Licensing & Installation, File Management, Importing, Forecast building and Reporting.
Updates
- Release Notes: PlanGuru Desktop v8.0.0.41
- Release Notes: PlanGuru Desktop v8.0.0.40
- Release Notes: PlanGuru Desktop v8.0.0.39
- Release Notes: PlanGuru Desktop v8.0.0.38
- Release Notes: PlanGuru Desktop v8.0.0.37
- Release Notes: PlanGuru Desktop v8.0.0.36
- Release Notes: PlanGuru Desktop v8.0.0.35
- Release Notes: PlanGuru Desktop v8.0.0.34
- Release Notes: PlanGuru Desktop v8.0.0.33
- Release Notes: PlanGuru Desktop v8.0.0.32
- Release Notes: PlanGuru Desktop v8.0.0.31
- Release Notes: PlanGuru Desktop v8.0.0.30
- Release Notes: PlanGuru Desktop v8.0.0.29
- Release Notes: PlanGuru Desktop v8.0.0.28
- Release Notes: PlanGuru Desktop v8.0.0.27
- Release Notes: PlanGuru Desktop v8.0.0.26
- Release Notes: PlanGuru Desktop v8.0.0.25
- Release Notes: PlanGuru Desktop v8.0.0.21
- PlanGuru 8.0.0.12 Release Notes
Getting Started
Navigating PlanGuru Desktop
Setup & Maintenance
- Setup Method
- Selecting a First Projected Year
- Actual Results - what to choose during analysis setup
- Using Seasonality Factors
- Add Subtotal Grouping
- Copying an Existing Analysis Structure into a blank new analysis file
- Changing the First Projected Year
- No Accounts showing up in Map Accounts screen
- Working With Actual Results
- Account Number, Account Mask & Consolidation Account Setup
- Rollforward Utility - Push your analysis into the next fiscal year
QuickBooks Online Import
QuickBooks Desktop Import
- QuickBooks Import Options
- Quickbooks Import Error Code : 2147220728
- QuickBooks > PlanGuru Interface Requirements
- Excel Import Utility for QuickBooks users
- Capital Accounts are Automatically Mapping to Retained Earnings during QB Import
- QuickBooks Import - Chart of Accounts gets imported, but balances don't appear
- QuickBooks Import Error -2147010895
- Imported Results don't Reconcile to QuickBooks
- Minimum QuickBooks Version Requirements
- QuickBooks Import Error - Make sure PlanGuru is not being run with Administrative Privileges
- QuickBooks Import Utility - 'Import by Class' feature
- All Equity Accounts assigned to Retained earnings
- Quickbooks Import - Cash vs Accrual accounting
- Importing from QuickBooks Error 80040154
- QBFC10 Installer
- QuickBooks Import: Error 13
- The Mass Import for QuickBooks Desktop
Excel Import
Analysis Setup
Forecasting & Modeling
- Accrued Expenses - Capturing their balance sheet and cash flow impact
- Declaring Dividends in PlanGuru
- Allowance For Doubtful Accounts & Bad Debt Expense
- Performing Allocation / Linking Categories to values from another analysis file
- Personnel and Payroll Planning
- Line of Credit Tool
- Percent of other Categories
- Trend based on historical data
- Formula Editor
- Formula Builder Changes in v8.0.0.9
- Link to Excel worksheet
- Payroll Utility
- Adding a Reference Line
- About our Modeling Samples
- Personnel and Payroll Planning - Forecast by Headcount
- Income Tax Expense, Liability and Payment
- A/R Calculation - Multiple customers with different payment terms
- Personnel and Payroll Planning - Forecasting by Employee using Non-Financial Data
- Variable Average Days to Collect / Pay
- Deferred Revenue
- A/R Modeling
- Headcount > Employee related expenses
- Inter-Company Eliminations during Consolidation
- Personnel and Payroll Planning - Link to Excel Approach
Installation
- Install using "Run as administrator" option
- Updating PlanGuru - Issues running update
- Network Edition Installation - NWConfig Permissions Error
- Installing an Update in PlanGuru
- Activating the Advanced Reporting Add-In inside Excel
- Network Configuration Errors
- Error 42
- Installing PlanGuru
- Running PlanGuru on a Mac
- Activating your PlanGuru Account
Licensing
Managing your PlanGuru Files
- Locating, sending and receiving PlanGuru Data Files
- Changing the Location of your PlanGuru Data files
- Restore Analysis Files
- PlanGuru Data File Backup - Windows Backup and Restore utility
- Using shared PlanGuru data files
- Converting prior version analyses (PlanGuru 11 & PlanGuru 12)
- Enabling Security
- Problem Installing Trial - InstallShield Wizard "Error reading setup initialization file"
- Tips for setting up multiple analyses (divisions)
Reporting
PlanGuru Analytics
- PGA Upload Issues
- Adding users to your PlanGuru Analytics Subscription
- PlanGuru Analytics Security
- PlanGuru Analytics User Management Overview
- Editing your PlanGuru Analytics Subscription
- PlanGuru Analytics - User roles and privileges
- Subscription and user cancelation
- Creating PGA Companies & Analyses
- PlanGuru Analytics - What new users should know before signing up
- Uploading Data to PlanGuru Analytics
Technical Inquiries
- Printing - Crystal Reports File Error
- Consolidation Issue: Expense classes not added to consolidating income statement
- Having trouble viewing embedded videos within Knowledge Base?
- Windows 'Region and Language' settings
- Excel Links don't refresh - Linked Workbook changes could cause this
- Excel Export: columns appear as numbers
- Totals are inaccurate: Analysis Recalculation
- Error 50003
- Excel Import Issue : Database Error - The cross reference file could not be read
- Error msg: The Company File Cannot be added - Could not find... 'PGCompany.accdb'
- Connection Errors
- The firm information is not available - Error Message
- Problems Installing application or Update: The contents of this file cannot be unpacked. The executable you are attempting to run has been corrupted
- Supporting Schedule total not showing on Financials - Historical & Actual periods
- Access Driver - Download
- PlanGuru has stopped working - Error received on startup
PlanGuru Desktop in Cloud Hosting
Advanced Reporting Excel Add-in
- Alert: Valid Layout Not Found
- PGR Alert: "Error when connecting to the........ database file"
- Run-time error '1004'
- "Save" button doesn't work in the "PGR Settings" dialog box, "Analysis Detail" tab
- Message "It appears that this workbook has not been set up yet...."
- Add-In retrieves incorrect amount: Duplicate account numbers or names
- Explanatory Cell Style - Use it for calculated rows and columns
- Variance Analysis using the ARA
- Year to Date "YTD" Reporting using the Advanced Reporting Add-in
- Budgeted, Forecasted, ProForma...... Dimension value for all "Analysis Types"
- Saving Report Workbooks
- Populating ARA Report Dates - Excel's "End of Month" Formula
- Advanced Reporting Addin - Technical Requirements
- Installing and Activating the Advanced Reporting Add-In
- PGR Settings, The Analysis Detail tab explained
- PGR Settings, The Report Layout tab explained
- Connecting to analysis files
- PGR Member Insert dialog Explained
- Updating Reports/Analyses
- Advanced Reporting Add-In - Sample Reports
- Sample Reports - ARA V.2
- PGR Help Manual - Using the Advanced Reporting Add-In