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Financial Projection Software:
Trade Up Offer & Procedure


1. Trade Up Offer

This offer is for registered users of paid-for versions of Exl-Plan who wish to trade up to a more powerful version of Exl-Plan at a special discount price. We use the term "trade up" for this process to distinguish it from "upgrading" from a trial copy to a fully-operational copy. Please note that:

  1. The trade up offer is valid for a limited time only but can be extended at our sole discretion.
  2. It cannot be used in conjunction with any other offers or applied retrospectively to a purchase.
  3. It is particular to the registered user to whom it was originally addressed and not transferable.

If you wish to make a "first-time" purchase of Exl-Plan, go here.

The trade-up cost is the price difference between current and desired version plus US$ 20 (waived for users trading up from Exl-Plan Basic) based on the following price list:

Versions
US$
Basic
Micro
Lite
Pro
Super
Super Plus
Ultra
Ultra Plus
29*
49
89
129
169
209
249
289
Example:

A user trading up from Lite to Super would pay $20 + $(169-89) = $100.

* The $20 fixed charge is waived in the case of users trading up from Exl-Plan Basic. On this basis, a Basic user trading up to Pro would simply pay the price difference i.e $(129-29) = $100.

The trade up cost includes email delivery of the software and Priority Airmail delivery of a backup CD but excludes Value Added Tax (VAT) payable by some users located within the European Union. Check our Our Terms & Conditions.

The trade up payment procedure (immediately below) is operated by Avangate. Pay online using VISA, VISA Electron, MasterCard and Maestro cards (using the 3-D Secure standard: Verified by VISA or MasterCard SecureCode) as well as American Express, PostePay, Discover(Novus), JCB, Diners Club and Carte Bleue credit cards. You can also use PayPal, wire transfer, check, purchase order or fax.

Avangate cards

.

 
 
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.

 
   
2. Payment Procedure
  1. Get confirmation from us that you are eligible to trade up. To do this, send us an email or use the Contact Form giving the following details about your original purchase of Exl-Plan:
      (a) your registered user name and/or organization.
      (b) your current version (i.e. Basic, Micro, Lite etc.) and edition (UK/I or US/C) of Exl-Plan.
      (c) approximate date (or serial number) of the invoice/delivery note or confirmation email sent
           by us when you originally purchased Exl-Plan. Note that the Upgrade Code from the
           FRONT worksheet of your existing version of Exl-Plan is not suitable as confirmation of
           purchase.

      (d) the desired version/edition of Exl-Plan.
  2. Calculate the cost of your trade up as explained above (i.e. price difference plus fixed charge of US$20 which is waived if user is trading up from Basic.)
  3. Select the price option in the table below, click "Order" and supply payment/delivery details via Avangate. Note that:

      • We reserve the right to delay delivery where the trade up cost has been calculated incorrectly.
      • Exl-Plan prices are inclusive of Priority Airmail delivery of a backup CD to all countries.
      • In addition to dispatching a backup CD, we will email a copy of the new software. This should arrive within 12 hours depending on time of day, your time zone and day of week.
      • If located in an European Union country (other than Ireland), have your business's VAT number to hand when ordering.
      • If you need to return to this page from the Avangate Order Form, use the back button on your browser.

Cost of Trade Up (US$) *
Arrange Payment Now
20
Order US$ _20
60
Order US$ _60
100
Order US$ 100
140
Order US$ 140
180
Order US$ 180
220
Order US$ 220
260
Order US$ 260

* See explanation of calculation of cost above.

That will initiate the trade up process. If you have any queries or problems, contact us.

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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 1999-2017. Invest-Tech Limited. All rights reserved.