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Financial Projection Software:
Exl-Plan Free - Details, Download & Register

Page Contents

1. Introduction to Exl-Plan Free

2. Scope, Facilities & Features

3. Download Exl-Plan Free

4. Exl-Plan Free - Registration Instructions - Only relevant for earlier releases of Exl-Plan Free

5. Exl-Plan Free - Registration Form - Only relevant for earlier releases of Exl-Plan Free

6. Other Exl-Plan Versions


Note
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.


1. Introduction to Exl-Plan Free

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 the most basic version in the Exl-Plan range of nine planners offering different levels of detail and complexity - get details or trial downloads for the full range.

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.

 
 
Fast Facts

Name: Exl-Plan (nine versions and US/Can & UK/International editions).

Function: Excel template for multi-year income, cashflow & balance sheet projections with Word template for business plan.

Uses: Business plans, budgets, raising finance & strategic planning.

For: Managers, consultants, entrepreneurs & startups.

Benefits: Saves time & effort. Easy-to-use. Expandable. Provides know-how & improves 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, 29, 49, 89, 129, 169, 209, 249 or 289.

See Also: Cashflow Plan for rolling 12-month projections.

 
   

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.

Click to display full sizeExl-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 (PDFMANUAL_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):

This program is great for budgeting, cash flow forecasting, and generating check balance reports. Create a variety of different charts and graphs for managing monthly sales and income. Exl-Plan Free works well for both new and established businesses. Whether you have a financial background or not, creating plans is a breeze with Exl-Plan Free.

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.

Quick Guide to Exl-Plan Versions

Exl-Plan awarded 5-Stars by ZDNet


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2. Scope, Facilities & Features

Note that Exl-Plan Free 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.

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:

  • Report containing key financial and performance ratios.
  • Dashboard containing summary tables, charts and expert assessments of prime ratios.
  • An eight-page Textual Summary Report containing a summary of the projections in textual form with embedded values, graphs and tables. Ideal as the basis for the financial section of a business plan.
  • Eleven sets of charts showing key annual projections and ratios for dozens of variables.

Exl-Plan Free's facilities and features include the following:

    • Facilities for inserting constant and varying annual assumptions.
    • Selective what-if, or sensitivity analysis, covering the two years.
    • Book-marking facility to allow a user mark a location within a worksheet and to return quickly to it.
    • Multiple safeguards to protect formulae etc. and help prevent accidental changes being made to worksheets.
    • Extensive ratio analyses for two years.
    • Comprehensive online help.
    • Comprehensive set of tailored toolbar buttons.
    • Error trapping to advise when data entry or calculation errors arise.
    • Full access to worksheets and formulae to facilitate customization and expansion.

Free-Plan: Click to display full sizeExl-Plan Free can be automatically switched between UK/ International and US/ Canadian accounting formats, terminologies, spellings etc.

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:

2.1 Sales, Cost, Inventory & Overhead Assumptions

The range of sales, cost, inventory and overhead expenses assumptions include:

  • Annual sales forecasts for six product/market subgroups which can be specified as values and/or volumes/prices.
  • Facilities for specifying the cost of materials/goods (or goods for resale) in percentage terms and for setting material inventory targets. These can be ignored by "pure" service businesses.
  • Direct labor head count (and costs) and four other user-definable direct/variable cost categories.
  • Fourteen categories of overhead expense.

2.2 Fixed Asset, Investment & Financing Assumptions

The range of fixed asset, investment and financing assumptions include:

  • Fixed assets with provision for handling depreciation and additions/disposals.
  • Amortization of intangible assets.
  • Separate interest rates for cash balances, overdraft and long-term debt.
  • Facilities for increasing and decreasing long-term debt and assigning it between short- and long-term liabilities.
  • Share issues, dividends and corporation tax or, for sole traders, cash injections/ drawings and income tax.

2.3 Credit Assumptions & Input/Output Taxes

The range of credit assumptions and input/output tax - Sales Taxes, Value Added Tax (VAT) and Goods & Services Tax (GST) - facilities include:

  • Provision for setting credit terms for sales and related purchases (materials or goods for resale).
  • Facilities for delaying payment of payroll taxes/benefits, dividends, corporation tax and capital expenditure.
  • Sales/output tax rates can be set for sales.
  • Where taxes apply to inputs, there are facilities for setting different tax rates for inputs & capital expenditure and for delaying net payments.

Exl-Plan Free incorporate extensive online help (in both WinHelp and HTML formats) covering over 90 topics covering:

Very Quick Start
Welcome to Exl-Plan
Financial Modeling & Business Planning
Introducing Exl-Plan
Loading Exl-Plan for the First Time
Getting Orientated with Exl-Plan

Using Exl-Plan
Guidance on Entering Assumptions
Calculation Error Messages
Changing Exl-Plan
Support & Assistance

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 (PDFMANUAL_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).

Quick Guide to Exl-Plan Versions

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3. Download Exl-Plan Free

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:

  • Select Exl-Plan from the Start > Programs menu (for W95/98/Me/NT/2000/XP/Vista/Win7,8,10). You can also access Exl-Plan Free's online help and accompanying manual and Flash-based tutorials.
    or
  • Load Excel and open the EXLPLAN.XLS file from within EXL* subdirectory or folder specified during installation (this may be located below the EXCEL subdirectory or MY DOCUMENTS folder).
Online Tutorial
View a Tutorial (2 minutes) on how to set up Excel and load Exl-Plan Free. *
* if using Excel 2007, 2010, 2013, 2016, see the special Frequently Asked Questions about using Exl-Plan with Excel 2007, 2010, 2013, 2016.

VERY IMPORTANT:
To fully load Exl-Plan Free, you may need to change Excel's security setting to Medium to allow Exl-Plan's extensive macros to run (via Tools | Macro | Security) - click thumbs below for guidance. For more help, refer to the Tutorial or to Loading and Running Problems at the Frequently Asked Questions for Newcomers.

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 to display full size Click to display full size Click to display full size
Load Excel, select Tools, Macro, Security ... ... click Medium security level and close Excel. Reload Excel, load Exl-Plan and, when prompted, enable macros.

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.

Support for Exl-Plan Free

Exl-Plan Free is unsupported but, for assistance, refer to its online help; accompanying manual and README.DOC files; Flash-based tutorials; and the Exl-Plan - FAQ for Users. If using Excel 2007, 2010, 2013, 2016, see FAQ for Using Excel 2007, 2010, 2013, 2016.
Tip: When using Exl-Plan, make regular backup copies of the file in use e.g. COPY-1.XLS, COPY-2.XLS, COPY-3.XLS and so on.

Note: Purchased copies of Exl-Plan Basic, Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus are fully supported.

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.

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4. Exl-Plan Free - Registration Instructions (Only relevant for earlier releases of Exl-Plan Free)

IMPORTANT:
The current release of Exl-Plan Free (downloadable from the Exl-Plan download page) does NOT require registration - so ignore these instructions.

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).

To register:

  • Click to display full sizeDownload, install and run Exl-Plan Free. Then, locate the Registration Code Number which is displayed in the form ???????-??-?? at the top right corner of the FRONT worksheet within Exl-Plan - click the thumb opposite for guidance.

    and

  • Send an email to <exlfree@planware.org> quoting your unique Registration Code Number within the message's body and await receipt of an Unlock Code.
        or
    Use the Registration Form below.
Online Tutorial
View a Tutorial (2 minutes) on how to set up Excel and load Exl-Plan Free. *
* if using Excel 2007, 2010, 2013, 2016, see the special Frequently Asked Questions about using Exl-Plan with Excel 2007, 2010, 2013, 2016.

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:

    1. Our Privacy & Security Statement applies to all users.
    2. If you don't hear from us within 24 hours, make contact again but double-check your email address - wrong email addresses are a problem! If you have recently registered, please, please don't register a second time - it won't speed up the process. In common with most Internet-based businesses, we operate extensive spam-filtering. If we don't respond to your request, check your original message to ensure that it is not "all caps", overly HTML-intensive or contains other spam-related elements, and then resend it.
    3. If your own email system uses aggressive anti-spam filtering, you may never receive our email containing your unlock code. You should temporarily add emails from "@planware.org" to your white or friends list, or allow messages containing the phrase "Exl-Plan Free" to pass through your filters. Do this before you seek registration.
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5. Exl-Plan Free - Registration Form (Only relevant for earlier releases of Exl-Plan Free)

IMPORTANT:
The current release of Exl-Plan Free (downloadable from the Exl-Plan download page) does NOT require registration - so ignore these instructions.

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!

Do not use this form to register the Free-Plan business plan template (serial number in form EXL***) - click here instead. If you register Exl-Plan Free, you will be registered automatically for Free-Plan.

Name: (Essential)

Email: (Essential and double-check)
Email must be in general form of xxx@xxx.xx - we cannot make contact if your address is wrong! Don't blame us! Up to 5% of addresses are wrong!

Exl-Plan Free Registration Number: (Essential)
This number is in the form ??????-??-?? and displayed in the top right corner of the FRONT worksheet of Exl-Plan Free - press F9 to update this number. You must install and run Exl-Plan Free to see this number. If the number is not visible, please view this Tutorial (2 minutes) or check Loading and Running Problems for a simple fix. DO NOT invent a number as it will be rejected.

  
Please don't send multiple messages!

If you wish to make a comment etc., use this Contact Form.



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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.

Quick Guide to Exl-Plan Versions

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.

Typical Projected Annual Sales (US$/ £stg/ €) (Mln = millions):

<50k 100k 200k 300k 500k 750k 1 Mln 2 Mln 5 Mln 5 to 100+ Mln 
Free Ideal for basic or high level projections
Basic Ideal for basic or high level projections
Micro OK Best No
Lite No OK Best No
Pro No OK Best OK
Super No OK Best
Super Plus No OK Best *
Ultra No OK Best **
Ultra Plus No OK Best ***
* Super Plus handles ten revenue/cost streams instead of six for Super
** Ultra generates monthly projections for initial three years instead of one year with Super
*** Ultra Plus handles ten revenue/cost streams instead of six for Ultra

The basic specifications and prices of the all versions of Exl-Plan are summarized below:

Basic Specifications Free Basic Micro Lite Pro Super Super Plus Ultra Ultra Plus
Time Horizon 2 Yrs   5 Yrs   12 Mths + 8 Qtrs = 3 Yrs 12 Mths + 8 Qtrs = 3 Yrs 12 Mths + 8 Qtrs + 2 Yrs = 5 Yrs 12 Mths + 8 Qtrs + 2 Yrs = 5 Yrs 12 Mths + 8 Qtrs + 2 Yrs = 5 Yrs 36 Mths + 8 Qtrs + 2 Yrs = 7 Yrs 36 Mths + 8 Qtrs + 2 Yrs = 7 Yrs
Number of built-in formulae 2,000 3,800 7,400 8,600 11,800 14,500 16,600 28,300 33,150
Revenue/cost streams 1 1 1 2 4 6 10 6 10
Number of Reports 16 16 31 31 33 38 38 62 62
Number of Charts 11 11 19 19 19 31 31 31 31
Prices (US$) 0 29 49 89 129 169 209 249 289

Visit other pages for more detailed information, trial downloads and purchase methods.

Note: If you need projections covering just 12 months, have a look at Cashflow Plan, our range of fully-integrated cash flow planners which generate projections for 12 months ahead and incorporate a roll-forward facility to simplify regular updating of projections. Details and trial-version downloads.

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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.