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Financial Projection Software:
Support for Users

Page Contents

  1. Manuals & Tutorials for All Users

  2. Support for Purchasers of Exl-Plan

  3. Support for Users of Exl-Plan Free


1. Manuals & Tutorials for All Users

The following items can be freely accessed by prospective and new users of any version of Exl-Plan.

  • Download a 90-page manual for all versions/editions of Exl-Plan (other than Basic and Free) as a Word DOC inside MANUALEXL.ZIP (160k). Alternatively, view/download it as an Acrobat PDF PDFMANUALEXL.PDF (490k) - you will need Acrobat Reader - or view it as a web page.

    Exl-Plan Basic is supplied with a separate 100-page manual (PDFMANUAL_EXL-PLAN_BASIC.PDF - 871k) which can also be viewed online as web pages.

    Exl-Plan Free is supplied with a separate 95-page manual (PDFMANUAL_EXL-PLAN_FREE.PDF - 1000k) which can also be viewed as web pages.

    A comprehensive Business Plan Guide and Template is included with all versions of Exl-Plan.

    Note: Copies of manuals (in Word or PDF format) are included in the download files for all versions of Exl-Plan.

  • This handy Quick Start Guide will lead you through installing, running and exploring Exl-Plan.

 

 
 
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.

 
   
  • The following online How to .. tutorials are relevant to all versions of Exl-Plan and Cashflow Plan. They are based on the Super version (US/Canadian edition) of Exl-Plan. Bear in mind that this is one of the more powerful and comprehensive versions - Free, Basic, Micro, Lite and Pro are (much) less elaborate while Super Plus, Ultra and Ultra Plus are 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 Exl-Plan. 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.): View the key elements of Exl-Plan.
  3. Get Started (6 min.): Set up and enter assumptions.
  4. Use Quik-Plan (7 min.): Use and extend Quik-Plan (Not applicable to Exl-Plan Free or Basic)
  5. Generate 5-Year Projections (11 min.): Enter detailed assumptions.

Copies of tutorials are included in the download files for all versions of Exl-Plan.

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2. Support for Purchasers of Exl-Plan

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

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

  1. Check the online help or manual. Note that:
    • Your copy of Exl-Plan includes a 90-page manual (Word or PDF format) for all versions of Exl-Plan. It can be found inside the EX* folder and accessed via the Start > Programs > Exl-Plan menu.
    • If you need help with 'getting started', refer to the topic/section entitled "Using Exl-Plan".
    • If you need help with entering assumptions, check the "Guidance on Entering Assumptions" topic/appendix.
    • If you need help with expanding Exl-Plan, refer to "Changing Exl-Plan".

  2. Exl-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, Exl-Plan menu.
  3. Refer to the accompanying README.DOC file which will be found inside Exl-Plan's folder (i.e. EX*).
  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 Exl-Plan has not installed OK, proceed as follows:

  1. Refer to Installation & Running Notes and the online tutorials above.
  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.
  3. If Exl-Plan partly installs, you may be able to access the README.DOC file inside Exl-Plan's folder (i.e. EXL*).
  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 Exl-Plan can avail of a very attractive discount scheme to trade up to a more powerful version of Exl-Plan. To initiate this process, send us an email or use the Contact Form giving the following details about your original purchase of Exl-Plan:

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

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3. Support for Users of Exl-Plan Free

We provide only limited support to users of the Exl-Plan Free. If you have a problem:

  1. Check the online help or manual. Note that:
    • Your copy of Exl-Plan includes a 95-page manual (PDF format). It can be found inside the EX* folder and accessed via the Start > Programs > Exl-Plan menu.
    • If you need help with 'getting started', refer to the topic/section entitled "Using Exl-Plan".
    • If you need help with entering assumptions, check the "Guidance on Entering Assumptions" topic/appendix.
    • If you need help with expanding Exl-Plan, refer to "Changing Exl-Plan".
  2. Exl-Plan also includes a series of Flash-based tutorials (running for 12 minutes) covering setting up Excel, getting started and the basics of using Exl-Plan. These can be accessed via the Start, Programs, Exl-Plan menu.
  3. Refer to the accompanying README.DOC file which will be found inside Exl-Plan's folder (i.e. EX*).
  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.

If you still have a difficulty, use the Contact Form and we may be able to give additional help.




Top - Business Plan WareTop of Page  Buy & Use Now  Download

 
 
  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     
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