3. Support & FAQs
Cashflow Plan Home incorporates
a comprehensive 9-page user guide, Here is a standalone PDF
If using the Premium version, you must
enable macros when requested during loading so that its menus and tools
can operate. If unfamiliar with this task, refer to this PDF
diagram (also incorporated
within Cashflow Plan Home).
As the Free version of Cashflow Plan Home is
supplied 'as is' and without charge, PlanWare is not obliged to support
users. However, a periodically updated list of FAQs about loading and
using is maintained below to assist new and existing users.
3.1. FAQs - Loading
Cashflow Plan Home
We welcome user feedback on
using Cashflow Plan Home
on different devices, operating systems
and spreadsheet types.
3.2. FAQs -
Using Cashflow Plan Home
Q. How do I enable macros when loading the Premium
diagram explains how to enable macros for multiple releases of Excel.
This task is essential for the Premium version.
Q. Which spreadsheets (other than Excel) can be
used by the Free version?
Details to follow shortly.
Q. Can I change the Excel file type from the supplied
XLS to XLSX or XLSM?
For the Free version, change the file type
to XLSX by selecting this file type when saving.
For the Premium version, you can change the file type to
XLSM by following these instructions:
Load a copy of the XLS file, select File, Info, Convert
Compatibility Mode and then select the following prompts: OK, Yes, OK, Enable
Note that the following minor menu options will no longer work: *Help About
Cashflow Plan, *Tools/Setup Enter Plan Title in Footers .... and *Tools/Setup
Set View for all Reports.
Q. Can I transfer the Cashflow Plan XLS file to
OneDrive for use with Excel on the cloud?
Yes, simply save a copy of the supplied XLS file for the Free version
onto your OneDrive and access it from a desktop copy of Excel.
If you wish to save a copy of the Premium version
as an EXLSM file onto OneDrive, you must convert it from XLS to XLSM before saving
it to OneDrive - see previous question for instructions.
We invite users to contribute feedback and suggestions
Q. Can I change printer orientation from portrait
Yes. This will increase the size of text in reports but spread reports
over more pages. If using Excel 2010 or higher, you may need to change
Print Settings for scaling to Fit All Columns on One Page.
Q. Can I print reports as PDFs?
Yes. Just change the Printer type to PDF. If using the Premium version,
the print menus will automatically use this type once set.
Q. When should I use 000 (thousands) as
the currency denomination?
If using US$, Stg or euro, it is very unlikely that you'll
need to use 000 unless you are very rich or have massive borrowings. If
using Yen or other low denomination currency units, you might need to
use 000. The best approach is to enter a typical large value e.g. monthly
salary or highest expected debt and see if the ###### appear in reports.
If they do appear, set the denomination to 000 and enter all assumption
values as thousands e.g. enter 1,520 as 1.520 (note the decimal point
instead of comma). Note also that Cashflow Plan will display this value
as 2 in reports and on screen even though it will use
1.52 in calculations.
Q. Cashflow Plan Home's business cashflow planner
is too basic, what should I do?
Consider acquiring one of the 12-month business cashflow planners
within Cashflow Plan's business range - details at Cashflow
Plan Details . If
you need multi-year proforma projections, look into the Exl-Plan
range at Exl-Plan Details. Both ranges generate
fully-integrated monthly/annual income statement, cashflows, balance
sheets, ratio analyses along with charts, what-if tools and other faculties.
Q. Can I delete unused rows?
No, but you can use your spreadsheet to hide them. If using a Premium copy
you can instruct it (via *Tools/Setup, Print No Empty Rows) to automatically
hide all unused rows in assumption and output reports during printing.
Q. Can I add extra assumption rows?
See Changing Cashflow Plan in the guide.