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PlanGuru Desktop (Windows)

PlanGuru Desktop (Windows)

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

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Getting Started

Getting Started - First Steps

Getting Started - Analysis Setup

Getting Started - Company Setup

Getting Started - Navigating PlanGuru

Navigating PlanGuru Desktop

Navigating PlanGuru - The Grid

Navigating PlanGuru - Financial Statement Dialog

Navigating PlanGuru - Data View Tabs

Navigating PlanGuru - Side Menu Bar

Navigating PlanGuru - Top Menu Bar

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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

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QuickBooks Online Import

QuickBooks Online files > Converting them to a desktop version QB Files

Quickbooks Online Import Tips

QuickBooks Desktop Import

Importing from QuickBooks Error 80040154

Quickbooks Import - Cash vs Accrual accounting

Excel Import Utility for QuickBooks users

QuickBooks Import Utility - 'Import by Class' feature

Capital Accounts are Automatically Mapping to Retained Earnings during QB Import

All Equity Accounts assigned to Retained earnings

QuickBooks Import Error -2147010895

Minimum QuickBooks Version Requirements

Quickbooks Import Error Code : 2147220728

QBFC10 Installer

QuickBooks Import: Error 13

The Mass Import for QuickBooks Desktop

QuickBooks Import Options

QuickBooks > PlanGuru Interface Requirements

QuickBooks Import - Chart of Accounts gets imported, but balances don't appear

Imported Results don't Reconcile to QuickBooks

QuickBooks Import Error - Make sure PlanGuru is not being run with Administrative Privileges

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Excel Import

Mass Import for Excel

Excel Import

Excel Import: P&L and Balance Sheet must be imported together

Excel Import - Chart of Accounts gets imported, but balances don't appear

Analysis Setup

Analysis Setup - First Projected Year Setup

Company Setup - Account Mask

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

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PlanGuru Desktop in Cloud Hosting

Saving Cloud Excel reports to your local machine

Using the Advanced Reporting Add-In in the Cloud

Moving PlanGuru files from your Local machine (or Network) to the Cloud

Logging into PlanGuru's Cloud Hosting

Technical Inquiries

Connection Errors

Printing - Crystal Reports File Error

Error msg: The Company File Cannot be added - Could not find... 'PGCompany.accdb'

Consolidation Issue: Expense classes not added to consolidating income statement

Supporting Schedule total not showing on Financials - Historical & Actual periods

Excel Links don't refresh - Linked Workbook changes could cause this

Having trouble viewing embedded videos within Knowledge Base?

Excel Export: columns appear as numbers

Totals are inaccurate: Analysis Recalculation

Problems Installing application or Update: The contents of this file cannot be unpacked. The executable you are attempting to run has been corrupted

The firm information is not available - Error Message

Error 50003

Windows 'Region and Language' settings

Excel Import Issue : Database Error - The cross reference file could not be read

Access Driver - Download

PlanGuru has stopped working - Error received on startup

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Installation

Installing PlanGuru

Activating your PlanGuru Account

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

Running PlanGuru on a Mac

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Licensing

Switching licensed machines: deactivating your PlanGuru license

Deactivating PlanGuru on a licensed workstation

Manual Activation of PlanGuru

Licensing Activation - Error Code: 5008

Licensing Activation - Error Code: 5013

Cancel or Change Your PlanGuru Plan

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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)

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Reporting

Three Reporting Methods

Changing Report Options

Subtotal Reporting

Note Amortization Schedules - Reporting

Excel Report - 'Cannot be found', when printed from PlanGuru

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