Exl-Plan is a range of business planning software
for preparing comprehensive financial projections including cash flow
forecasts for up to seven years ahead. You can use Exl-Plan for a business
plan, strategic and corporate planning, raising finance, budgeting,
restructuring and financial appraisals within almost any size and type
of business.
Exl-Plan can save time and money and
contribute substantial business, financial and spreadsheet know-how to
your plan - check these benefits and get
full details or
download a free trial copy using the links further
down on this page.
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.
The
Exl-Plan range (Free, Basic, Micro, Lite, Pro, Super, Super
Plus, Ultra and Ultra Plus)
is available for downloading using either UK/
International or US/ Canadian accounting conventions
- eighteen variants in all. Click thumb opposite to see part of the
assumptions report for the Quik-Plan facility built into all versions
of Exl-Plan for generating "first-cut", high-level projections.
For business planning, all versions/editions of Exl-Plan include a FREEBusiness 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).
The
downloadable trial versions
of Exl-Plan Basic, Micro, Lite, Pro, Super,
Super Plus, Ultra and Ultra Plus (download links in table
below) are operational but contain use restrictions. They can be remotely
upgraded after
payment to become fully-operational commercial versions.
Alternatively, unrestricted, fully-operational versions can be downloaded
immediately after payment. Check here for
upgrade/payment methods.
Exl-Plan Free (download link in table
below) is free - it is a fully usable and useful both as a package in its own right and as a
great introduction to the entire Exl-Plan range.
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.
All versions/editions include extensive online help (130+ topics)
along with a 90-page manual (Word or PDF format) and a series of Flash-based
tutorials (running for 19 minutes) covering setting up Excel, getting
started, the basics and using Quik-Plan.
You don't need to download a trial copy
prior to making a purchase. If you know which version of Exl-Plan
you want, buy and immediately download a fully-operational
copy here.
You cannot download one version/edition of Exl-Plan and then remotely
upgrade it to a different version/edition. To switch, you must download
the specific version/edition you need and then upgrade it.
If you envisage upgrading a trial copy to fully-operational, you
should install Exl-Plan, at the very outset, onto the PC where you
would propose to use the upgraded version.
If you are using Windows
XP Service Pack 2 (SP2) - released August 2004 - you can ignore the
Security Warning about "unknown
publisher" when
downloading an EXE file from a link below as
we are the publisher.
Our Privacy & Security
Statement applies
to all our software. This means that it DOES NOT contain "adware", "spyware" or
any devices for collecting and/or transmitting any user information.
The
ZIP files below need to be uncompressed using an utility like WinZip before
installation.
Click a link in the table below for the desired Edition
and Version of Exl-Plan. Go here
if you need detailed information on the different versions and editions.
Take note of the downloading file's name (EX*.*) for reference purposes
(in case it gets lost on your PC).
Once the downloading is complete, refer to the installation and running
instructions immediately below the download table or open and print
this Quick
Start Guide (opens in new window) which contains critical
information about
setting Excel to load and run Exl-Plan's macros.
Alternatively, check out this PDF
diagram explaining how
to enable macros for different releases of Excel.
While you are downloading, take a moment to complete or view
these surveys:
Versions
As each version will be installed into a
different folder, you can download and evaluate more
than one version.
US /
Canadian
UK /
International
Download
Links
Approx.
File Size *
Download
Links
Approx.
File Size *
Micro
(Trial copy)
For new & (very) small businesses (sales under
$0.5m). Minimal financial expertise needed. Projections for 12
months + 8 quarters. Handles one revenue/cost stream.
Lite
(Trial copy)
New & small(ish) businesses (sales under $2m).
Some financial know-how desirable. Projections for 12
months + 8 quarters. Handles two revenue/cost streams.
Pro
(Trial copy)
For larger businesses & start-ups (sales
from $1m to $5m). Some financial know-how essential.
Projections for 12 months + 8 quarters + 2 years.
Handles
four revenue/cost streams.
Super
(Trial copy)
For substantial businesses & start-ups (sales
from $2m to $100m or so). Some financial know-how essential.
Projections for 12 months + 8 quarters + 2
years. Handles six revenue/cost streams.
Super Plus
(Trial copy)
For substantial businesses & start-ups (sales
from $2m to $100m or so). Some financial know-how essential.
Projections for 12 months + 8 quarters + 2
years. Handles ten revenue/cost streams.
Ultra
(Trial copy)
For substantial businesses & start-ups (sales
from $2m to $100m or so). Some financial know-how essential.
Projections for up to 36 months + 8 quarters + 2
years. Handles six revenue/cost streams.
Ultra Plus
(Trial copy)
For substantial businesses & start-ups (sales
from $2m to $100m or so). Some financial know-how essential.
Projections for up to 36 months + 8 quarters + 2
years. Handles ten revenue/cost streams.
Basic
(Trial copy)
For all businesses seeking high-level
projections. Minimal financial expertise needed. Projections
for five
years on annual basis. Handles one revenue/cost
stream.
Not applicable as Basic combines
US/ Canadian & UK/ International editions
Free
(Free copy)
For all businesses seeking high-level
projections. Minimal financial expertise. Projections for 2
years. Handles one revenue/cost stream.
Not applicable as Free
combines
US/ Canadian & UK/ International editions
If downloading
is very slow, try again when the Internet may be less congested.
If necessary, request a copy to be sent to you by email
- be sure to specify either file name or (a) edition and
(b) version. Please bear in mind that it will be sent as a
zipped file (up to 9 Mb) and your email system must be able to
accept delivery of such a large file.
* Includes main Exl-Plan file, online help, manual and
tutorials plus the Free-Plan Business Plan Guide and Template.
Suggestion: Instead of having
to refer back to the notes below, you may wish to open and print
this Quick
Start Guide (opens in new window). It will lead you through
installing, running and exploring Exl-Plan. In particular, it
contains critical
information about setting Excel to load and run Exl-Plan's
macros which are essential for using Exl-Plan.
Note: Your downloaded copy of Exl-Plan includes a 90-page manual
(Word or PDF format) and a series
of Flash-based tutorials (running for 19 minutes)
covering setting up Excel, getting started, the
basics and using Quik-Plan. After installation,
they can be found in the EX* folder and they
are accessible via the Start > Programs > Exl-Plan menu.
Installation
Once Exl-Plan has been downloaded (and unzipped if appropriate), run
the EX*.EXE file and you will be guided through the installation procedure.
You will also be informed in README.TXT on how to uninstall Exl-Plan.
Running
When installed, do one of the following to run Exl-Plan:
Select Exl-Plan from the Start, Programs menu (W95/98/Me/NT/2000/XP/Vista/Win7,8,10). or
Load Excel and open the EXLPLAN.XLS file from within EX* subdirectory
or folder specified during installation (this may be located below the EXCEL
subdirectory or MY DOCUMENTS folder).
You
can watch several How
to ... Tutorials covering the basics of setting up and using Exl-Plan.
IMPORTANT: When loading Exl-Plan into Excel, you must enable macros so
that Exl-Plan's menus, buttons, tools etc. can operate. The following instructions
explain how to do this for different versions of Excel.
If using Excel
5, 7, 8, 95, 97, 2000, XP and 2003:
If
Excel displays a message about enabling macros while Exl-Plan is
loading, you must select Enable Macros (click thumb opposite for
guidance).
If Excel displays a message like "The macros in
this project are disabled ..... " you need to reduce the security level set
within Excel from High to Medium via Tools
| Macro | Security | Security Level (click thumbs below for guidance).
You should then close and reopen Excel and then reload Exl-Plan.
During reloading, you will be asked whether you want to enable macros.
This is quite safe to do provided you secured Exl-Plan from our
site or another reliable, trustworthy source.
If Exl-Plan appears to load but only its FRONT worksheet is visible
and its special menus do not appear in Excel's toolbar, you need
to reduce the security level set within Excel from High
to Medium via Tools | Macro | Security
| Security Level (click thumbs below for guidance). Once done,
you will be asked whether you want to enable macros whenever you
try to load a workbook file (like Exl-Plan) that contains macros.
Load Excel, select Tools,
Macro, Security ...
... click Medium security
level and close Excel.
Reload Excel,
load Exl-Plan and, when prompted, enable macros.
If Exl-Plan loads and all its worksheets are visible but its special
menus (they all start with * to simplify identification) do not appear
in Excel's toolbar, you will need to temporarily reduce the number
of menus displayed by Excel by disabling any add-ins which create
special menus. To do this, use Tools | Add-ins to open a list
of available add-ins. Uncheck the relevant add-ins, press the OK button,
close and reload Excel. This should allow Exl-Plan to load fully and
display its menus. To restore the disabled add-ins, reverse the procedure
described above.
Occasionally, Exl-Plan will load satisfactorily but may not display
its special menus starting with *Assumptions, *Protect and so on.
This may be due to a conflict with some add-ins loaded automatically by Excel.
The fix is to reload Excel, uncheck all add-ins via Tools | Add-Ins;
reload Excel and then open the Exl-Plan file.
If a blank screen appears while loading of Exl-Plan and the system
hangs, there has probably been a memory leak, caused by another
application, which has reduced the memory available to Excel and Exl-Plan. To
resolve, use CTRL+ALT + DEL to close down Excel and Exl-Plan. Then, reboot the
PC to wash out the leak.
If using Excel 2007:
Change the security level in Excel 2007 to enable it run macros by checking
that Excel's Macro Settings within the Trust Center have
been set to Disable all macros with notification.
Access the Trust Center by clicking the Office button and selecting Excel
Options. Having
done that, you must permit Excel to run macros each time that Exl-Plan
is loaded as indicated in #2 and #3 below.
Once Exl-Plan has loaded, look out
for a message Security Warning
- Macros have been disabled and an Option button immediately
below Excel's Home tab.
Note that this warning is much less evident than that used in earlier versions
of Excel.
Click the Options button, specify Enable this content in
the Security
Alert Macro dialog and wait a few moments for Exl-Plan's macros to
run. Note that Exl-Plan's menu bar (*Assumptions, *Protection etc.)
is located in the Add-Ins tab. For ease of identification, the
Exl-Plan menus all start with an asterisk (*), e.g. *Assumptions. Exl-Plan's
special toolbar also appears in the Add-Ins tab. Note that by
design the toolbar does not appear for every Exl-Plan worksheet. For
more information on using Exl-Plan with Excel 2007, see the comprehensive
Checklist and FAQs at https://www.planware.org/exlfaq3.htm.
If using Excel 2010, 2013, 2016, 365:
Change the security level in Excel 2010, 2013, 2016, 365 to enable it run macros by checking
that Excel's Macro Settings within the Trust Center have
been set to Disable all macros with notification.
Access the Trust Center by clicking the File button and selecting Options.
Having done that, you must permit Excel to run macros when an Exl-Plan
file is loaded for the first time as indicated in #2 and #3 below.
Once Exl-Plan has loaded, look out for a message Security Warning
- Macros have been disabled and an Enable Content button
immediately below Excel's Home tab. Note that this warning
is much less evident than that used in earlier versions of Excel.
Click the Enable Content button and wait a few moments for Exl-Plan's
macros to run. Note that Exl-Plan's menu bar (*Assumptions, *Protection etc.)
is located in the Add-Ins tab. For ease of identification, the
Exl-Plan menus all start with an asterisk (*), e.g. *Assumptions.
Exl-Plan's special toolbar also appears in the Add-Ins tab. Note
that by design the toolbar does not appear for every Exl-Plan worksheet.
For more information on using Exl-Plan with Excel 2010, 2013, 2016, see
the comprehensive Checklist and FAQs at https://www.planware.org/exlfaq3.htm.
Problems
?
If you experience a problem installing or loading Exl-Plan, feel
free to use this Contact Form. Be
sure to indicate file name; exact stage at which problem was experienced;
and precise nature of problem or text of any message.
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 using Vista and
if Exl-Plan's help files fail to load and/or Excel indicates "There
was a problem running the macro (1037)." there are two solutions
as follows:
Download and install the widely-used Help program (WinHlp32.exe)
needed for help files used by some versions of Exl-Plan.
You can get it from the Microsoft
Download Center. If this link is broken, search the Microsoft site
for "Windows Help program (WinHlp32.exe) for Windows Vista".
An alternative solution is to disregard the help files and simply
use the comprehensive manual supplied in PDF format with all versions
of Exl-Plan. This covers the exact same material as the help files.
If doing this, you should not click the help-related buttons within
Exl-Plan's worksheets or within the *Exl-Plan Helpmenu.
Also, you should turn off
Toggle Help for Calculation Errors within Exl-Plan's *Tools or *Setup menu.
Important Note: By design, Excel's
automatic calculation function does not work in Exl-Plan. To update projections,
you must click the one of the "C" buttons within Exl-Plan's toolbar or
use the calculate options within the *Tools/Setup menu. To restore autocalculate
to Excel after using Exl-Plan, close and reload Excel.
Recommended: Click
here for answers to Frequently Asked Questions
(FAQ).
Suggestion: Instead of having to
refer back to these notes, you may wish to open and print this Quick
Start Guide. It will lead you through installing, running and exploring
Exl-Plan.
Support for
Exl-Plan
1. Registered copies of Exl-Plan Basic, Micro, Lite,
Pro, Super, Super Plus, Ultra and Ultra Plus are fully supported.
2. Exl-Plan Free is unsupported but for
assistance refer to its online help; accompanying manual
and README.DOC files; the Flash-based tutorials; and the Exl-Plan
- FAQ for Users and Exl-Plan - FAQ for Using Excel 2007, 2010, 2013, 2016, 365.
3. 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.
The
Exl-Plan range (Free, Basic, Micro, Lite, Pro, Super, Super
Plus, Ultra and Ultra Plus)
is available for downloading using either UK/
International or US/ Canadian accounting conventions
- eighteen variants in all. Click thumb opposite to see part of the
assumptions report for the Quik-Plan facility built into all versions
of Exl-Plan for generating "first-cut", high-level projections.
For business planning, all versions/editions of Exl-Plan include 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). 
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