Financial Projection Software:
3. Download Exl-Plan Free
|While Exl-Plan Free is very useful in its own right, it is also a great introduction to the entire Exl-Plan range. Once you have used Free, you'll be completely at home with the other more powerful versions which cover longer time horizons, handle more variables and contain additional facilities. Check here for details and specs.|
Exl-Plan Free is an Excel-based business financial planner for "first-cut" or high-level projections. Based on your assumptions, Exl-Plan generates fully-integrated annual projections (income statements, cashflows, balances sheets etc.) for two years ahead using either UK/ International or US/ Canadian accounting conventions. It requires Excel (releases 5, 7, 8, 95, 97, 2000, XP, 2003, 2007, 2010, 2013, 2016) running on Windows (95/98/Me/NT/2000/XP/Vista/Win7,8,10).
Important Note: Exl-Plan requires a Windows-based, desktop version of Excel. It will not run, on account of its extensive use of macros, with any cloud-based versions of Excel (or other similar spreadsheet types). If using Office 365 or Office 16, Excel must be installed on a Windows PC.
Exl-Plan includes a free 150-page Business Plan Guide and Word-based Template. Check the advantages of using Exl-Plan instead of building your own spreadsheet planner.
Exl-Plan Free is freeware and requires no payment
for ongoing use. It is identical in all key respects to Exl-Plan Basic (US$29)
except that it generates projections for just two years instead
of five with Basic. If you need 5-year
projections, get more about Basic here.
Name: Exl-Plan (nine versions and US/Can & UK/International
|Buy + Use Now|
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Exl-Plan Free incorporates extensive formulae and preprogrammed menus and buttons. You only need a very basic knowledge of Excel to prepare highly professional and presentable projections. Advanced Excel users can utilize their expertise to enhance and expand Exl-Plan to meet their particular needs.
Exl-Plan Free offers lots of help and support. It contains extensive online help, a printable 95-page manual and a series of Flash-based tutorials (running for 12 minutes) covering setting up Excel, getting started and the basics of using Exl-Plan. The manual can be viewed here as a PDF (MANUAL_EXL-PLAN_FREE.PDF - 1000k) or as web pages.
Exl-Plan Free is very suitable for generating high-level financial projections for business and cashflow planning for both smaller and larger businesses. It is also an ideal introduction to financial modeling for first-time planners and to the other more extensive and powerful planners within the Exl-Plan range. Here's what Tucows said about Exl-Plan Free (awarded 4 Cows):
The Exl-Plan range also includes Basic, Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus versions which are much more powerful than Free and contain many additional features and facilities. They cover monthly/quarterly projections for time horizons ranging from three to seven years and are for immediately purchase/ use and as remotely-upgradeable trial copies from US$29 to US$289. Further details, download trial copies, FAQs and purchase/ upgrade options.
2. Scope, Facilities & Features
Exl-Plan Free projects full-year income statements (profit and loss accounts), cash flow projections and statements, balance sheets and ratio analyses for two years ahead based on annual assumptions inserted by the user. It also contains an opening balance sheet along with a summary income statement for the year preceding the start of the projections. For example, if projections start in April 2006, an income statement for the year ending March 2005 could be entered for reference or comparison purposes.
In addition to comprehensive pro-forma reports, Exl-Plan Free generates the following output:
Exl-Plan Free's facilities and features include the following:
Exl-Plan Free also includes a free Business Plan Template for Word (48 pages - click thumb opposite to enlarge view) and a complementary Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing).
Exl-Plan Free is very "open" and can be expanded or customized by users. The online help and manual describe almost twenty techniques or procedures for extending and tailoring Exl-Plan. As supplied, Exl-Plan Free handles the following ranges of assumptions:
Exl-Plan Free incorporate extensive online help (in both WinHelp and HTML formats) covering over 90 topics covering:
It also includes a printable 95-page manual and a series of Flash-based tutorials (running for 12 minutes) covering setting up Excel, getting started and the basics of using Exl-Plan. You can view the manual now as a PDF (MANUAL_EXL-PLAN_FREE.PDF - 1000k) or as a series of web pages.
Also supplied is a free Business Plan Template for Word (48 pages) and a complementary Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing).
This support is supplemented by regularly updated Frequently Answered Questions for Users - see also Support for Users and Frequently Asked Questions for Using Excel 2007, 2010, 2013, 2016.
Because Exl-Plan Free is extensively menu driven, minimal Excel expertise is required. At the same time, experienced spreadsheet users can use Exl-Plan's open approach to extend and modify worksheets within Exl-Plan. Only limited Excel expertise (e.g. creating simple formulae, inserting rows and similar) is needed to make some of the most powerful and useful expansions to Exl-Plan.
Intending users only need a (very) basic understanding of income statements, cash flow and balance sheets in order to get to grips with Exl-Plan Free and from there they can easily move on to more detailed and powerful versions of Exl-Plan (details).
Exl-Plan Free is completely free and useful both as a package in its own right and as a great introduction to the entire Exl-Plan range. No strings attached, no spam or spyware !!! Note that our Privacy & Security Statement applies to all users.
To download Exl-Plan Free, go to Exl-Plan's download page and scroll down to Free in the download table.
Once you have downloaded Exl-Plan Free (and unzipped, if appropriate), run the EXL*.EXE installation file and you will be guided through the simple installation procedures - refer to the README.DOC file for further guidance. You will be informed in README.DOC how to uninstall Exl-Plan Free.
When installed, do one of the following to run Exl-Plan Free:
This guidance relates
to 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.
This guidance relates to 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.
Click here to access more detailed Installation & Running Notes. We suggest that you print these notes for reference. Once installed, you can directly access Exl-Plan's Online Help from within Exl-Plan, or via the Start > Programs menu option (W95/98/Me/NT/2000/XP/Vista/Win7,8,10).
If running W95/98/Me/NT/2000/XP/Vista/Win7 and using Word 97, 2000, XP, 2007, you will be able to access Free-Plan, Business Plan Guide and Template, through the Programs menu option for Exl-Plan.
The following instructions are for users who acquired an earlier release of Exl-Plan Free which requires registration. As an alternative to registration, you can download a copy of the latest release of Exl-Plan Free which does not need registration from the Exl-Plan download page. This may be faster and more convenient for most users.
Registration of Exl-Plan Free is simple and completely free. No strings attached, no spam or spyware !!! Note that our Privacy & Security Statement applies to all registered and unregistered users.
When you register Exl-Plan Free, you will be also automatically registered for Free-Plan (so there is no need to submit a separate registration request to use Free-Plan).
Depending on your time of day, time zone and day of week, allow between one and twelve hours to secure the unlock code by email (in plain text with no attachments). Note that:
The following Form is for users who acquired an earlier release of Exl-Plan Free which requires registration. As an alternative to registration, you can download a copy of the latest release of Exl-Plan Free which does not need registration from the Exl-Plan download page. This may be faster and more convenient for most users.
Instead of sending an email, you can use the Registration Form below.
Allow between one and twelve hours to secure the Unlock Code. Please register just once!
If you wish to make a comment etc., use this Contact Form.
6. Other Exl-Plan Versions
Exl-Plan Free is the least detailed and powerful version in the Exl-Plan range. All other versions (aside from Basic), cover monthly and quarterly projections for periods ranging from three to seven years. They also accommodate many more variables and include additional tools and facilities.
The following table offers you guidance on the suitability of all versions for different size firms. The complexity of your business, sector, detail/sophistication required, planning objectives and your expertise should also be considered.
The basic specifications and prices of the all versions of Exl-Plan are summarized below: