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Cashflow Forecasting Software:
Support for Users

Page Contents

  1. Manuals & Tutorials for All Users

  2. Support for Purchasers of Cashflow Plan

  3. Support for Users of Cashflow Plan Free




1. Manuals & Tutorials for All Users

These items can be freely accessed by prospective and new users of any version of Cashflow Plan.

 
 
Fast Facts

Name: Cashflow Plan (six versions).

Function: Microsoft Excel-based template for 12-month income, cash flow & balance sheet projections with roll-forward facility.

Uses: Cash flow planning, budgeting, raising finance, cash management.

For: Managers, consultants, entrepreneurs & startups.

Benefits: Easy-to-use. Expandable. Saves time & effort. Improves cash planning.

System: Windows 95/98/ Me/NT/2000/XP/Vista/
Win7,8,10 with Excel 5,7,8,95,97,2000,XP,2003,
2007,2010,2013,2016.

Prices (US$): Free, 39, 79, 119, 159 or 199.

See Also: Exl-Plan for multi-year projections.

 

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  • Download a 100-page manual for all versions of Cashflow Plan as a Word DOC inside MANUALCASH.ZIP (150k). Alternatively, view it as a web page or as an Acrobat PDF PDFMANUALCASH.PDF (490k) - you will need Acrobat Reader.

    A copy of the manual is included in the download files for all versions of Cashflow Plan. The Super and Ultra versions are also supplied with a Cashflow Plan Consolidator Guide which is included in the download files for Cashflow Plan Super and Ultra.

  • This handy Quick Start Guide will lead you through installing, running and exploring Cashflow Plan.
  • The following online How to .. tutorials relate to a sister product, Exl-Plan, but are also very relevant to Cashflow Plan. They are based on the Super version (US/Canadian edition) of Exl-Plan which, broadly speaking, corresponds to the Super version of Cashflow Plan. Bear in mind that this is one of the more powerful and comprehensive versions of Cashflow Plan Free, Micro, Lite and Plus are (much) less elaborate and Ultra is more detailed.

    The tutorials have been based on Excel 5, 7, 8, 95, 97, 2000, XP and 2003. If using Excel 2007, 2010, 2013, 2016, see Frequently Asked Questions for Using Excel 2007, 2010, 2013, 2016 for more information.
  1. Set Up Excel (2 min.) - enable macros before loading. If using Excel 2007, 2010, 2013, 2016, it is important that you review the Frequently Asked Questions for Using Excel 2007, 2010, 2013, 2016.

  2. Get the Basics (4 min.) - see the key elements.

  3. Get Started (6 min.) - set up and enter assumptions.

  4. Use Quik-Plan (7 min.) - use and extend Quik-Plan.

Copies of these tutorials are included in the download files for all versions of Cashflow Plan.

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2. Support for Purchasers of Cashflow Plan

We offer comprehensive support to purchasers of Cashflow Plan. Aside from giving assistance on specific issues relating to its installation and use, we also provide guidance on expanding Cashflow Plan, or using it for more specialized or less conventional applications.

If Cashflow Plan has installed satisfactorily and you need help with its use, proceed as follows:

  1. Check the online help or (optional) user manual. Note that:

    • Your copy of Cashflow Plan includes a 100-page, Word-based manual for all versions of Cashflow Plan. MANUAL.DOC will be found inside the CASH* folder. In the case of Super and Ultra, a copy of the Consolidator Guide will be found CONSOL folder below the main CASH* folder where Cashflow Plan was installed.
    • If you need help with 'getting started', refer to the topic/section entitled "Using Cashflow Plan".
    • If you need help with entering assumptions, check the "Guidance on Entering Assumptions" topic/appendix.
    • If you need help with expanding Cashflow Plan, refer to "Changing Cashflow Plan".

  2. Cashflow Plan also includes a series of Flash-based tutorials (running for 19 minutes) covering setting up Excel, getting started, the basics and using Quik-Plan. These can be accessed via the Start, Programs, Cashflow Plan menu.
  3. Refer to the accompanying README.DOC file which will be found inside Cashflow Plan's folder (i.e. CASH*).
  4. Look through the extensive Frequently Asked Questions for Users.
    Tip: Once this page loads, use your browser's Find facility to search it for relevant key words.
  5. If none of the foregoing sources resolve the issue, contact us by fax or phone or use this Contact Form. The Contact Form is the best route on account of time zone differences etc. - we strive to respond to all support queries within 24 hours. When first making contact, you should provide some reference to your purchase e.g. date, order number, purchase service and so on.

If Cashflow Plan has not installed OK, proceed as follows:

    1. Refer to Installation & Running Notes.
    2. Review Loading & Running Problems at the Frequently Asked Questions for Newcomers and, if using Excel 2007, 2010, 2013, 2016, the Frequently Asked Questions for Using Excel 2007, 2010, 2013, 2016.
      Tip: Once this page loads, use your browser's Find facility to search it for relevant key words.
    3. If Cashflow Plan partly installs, you may be able to access the README.DOC file inside Cashflow Plan's folder (i.e. CASH*).
    4. If none of the foregoing sources resolve the issue, contact us by fax or phone or use this Contact Form. The Contact Form is the best route on account of time zone differences etc. - we strive to respond to all support queries within 24 hours. When first making contact, you should provide some reference to your purchase e.g. date, order number, purchase service and so on.

Registered users of paid-for versions of Cashflow Plan can avail of a very attractive discount scheme to trade up to a more powerful version of Cashflow Plan. To initiate this process, send us an email or use the Contact Form giving the following details about your original purchase of Cashflow Plan:

    1. Your registered user name and/or organization.
    2. Your current version of Cashflow Plan (i.e. Micro, Lite etc.).
    3. Approximate date (or serial number) of the invoice/delivery note or confirmation email sent by us when you originally purchased Cashflow Plan.
    4. The desired version of Cashflow Plan.

Get full details about trading up here. You can also use the above procedure to make a free switch to the latest release of your current version of Cashflow Plan.

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3. Support for Users of Cashflow Plan Free

We provide only limited support to users of the free version of Cashflow Plan. If you have a problem, refer to the procedures and tutorials above. If you still have a problem, use the Contact Form and we will strive to assist.



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  Financial  
 Projection 
  Software  
 Cashflow 
  Forecasting  
  Software  
  Business  
      Plan      
  Software  
  Marketing 
       Plan       
  Software  
  Strategic  
    Planning    
  Software  
  Business  
      Plan      
     Guide     
   Business   
   Planning   
   Freeware   
    Online     
  Planning   
      Tools      
   Business   
   Planning   
    Papers    
     Other     
     Items     
                     
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PlanWare, Cashflow Plan, Exl-Plan, Quik-Plan, Free-Plan, Biz-Plan, Easi-Plan, Cash-Plan, Pers-Plan, Your-Plan and Bank-Plan are trademarks or registered trademarks property of Invest-Tech Limited. Microsoft and the Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Plan Write, Quick Insight and Business Insight are trademarks or registered trademarks property of BRS Inc. © Copyright 1999-2016. Invest-Tech Limited. All rights reserved.