Introducing Exl-Plan for Financial Projections

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Financial Projections with Exl-Plan > Introducing Exl-Plan for Financial Projections

The diagrams and tables scattered throughout the Free-Plan Guide & Template illustrate typical content that might be included in a comprehensive plan.

Many of them were derived using PlanWare's Exl-Plan, a fully-integrated business financial planner for use with Microsoft Excel (releases 5, 7, 8, 95, 97, 2000, XP, 2003) for Windows 95/98/NT/2000/XP.

Exl-Plan is a range of powerful, easy-to-use packages for preparing comprehensive, fully-integrated* financial projections for a business plan, budgets etc. covering one, two, three, five or seven years ahead. You can also use it as a tool for strategic and corporate planning, raising finance, business restructuring and financial appraisals within almost any size and type of business.

* Integrated refers to linking of income statements (P&Ls), cashflow projections, balance sheets, ratio analyses and chart. Change any assumption and all the reports within Exl-Plan are automatically updated.

In simple terms, Free-Plan is for writing a business plans and Exl-Plan is for crunching its numbers.

Benefits of Exl-Plan

Exl-Plan can save you time and effort, and improve your planning and results. Why develop your own spreadsheet planner (and re-invent the wheel) when we offer a fully developed planner that you can buy and use now? With Exl-Plan there is no writing formulae, no formatting, no programming, no testing, no designing, no charting, no correcting, no messing and no sweat!

Description of Exl-Plan

The Exl-Plan range (Basic, Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus) is available using either UK/ International or US/ Canadian accounting conventions. Exl-Plan has been used in over a hundred countries. All these variants have the flexibility to handle manufacturing, distribution and service businesses and they are suitable for planning new ventures as well as established firms of all sizes.

As Exl-Plan incorporates extensive formulae (up to 33,000!) and pre-programmed menus & buttons (over 200 items), you only need a very basic knowledge of Excel to prepare highly professional and presentable projections. If you are an advanced Excel user, you can utilize your expertise to enhance and expand Exl-Plan to meet particular needs.

Exl-Plan incorporates comprehensive facilities and features. It is suitable for managers and business people with minimal previous experience of financial or business planning as well as for experienced planners, accountants, consultants and model-builders. Exl-Plan offers you lots of help and support. It contains extensive on-line help (130+ topics) along with a 90-page manual and a series of Flash-based tutorials (running for 19 minutes) covering setting up Excel, getting started, the basics and using Quik-Plan.

For detailed guidance on using Exl-Plan, see Using Exl-Plan with Free-Plan. See sample output from Exl-Plan at 11. Financial Projections.

A freeware version of Exl-Plan which generates annual projections for two years is also available - details at Exl-Plan Free. This version is a useful product in its own right and a great introduction to the entire Exl-Plan range.

More Info, Free & Trial Downloads & Prices

You can get more detailed information and free and trial downloads.

Purchase prices and upgrade fees for the Exl-Plan range are as follows:

Exl-Plan: Prices & Upgrade Fees (US$)







Super Plus


Ultra Plus



49 *

89 *

129 *

169 *

209 *

249 *

289 *


Buy and Use Now
* Optional printed manual US$20. Fees include Priory Airmail delivery worldwide. 


Special Offer to Free-Plan Users

Get Exl-Plan Now - Save up to US$29


You can save 10% off the list price of any version/edition of Exl-Plan by quoting the following Discount Coupon Number when purchasing it on-line via the DigiBuy Service. This service offers immediate electronic delivery once your credit card has been authorized.

Discount Coupon Number:  offer-g7h9x (Note that ' - ' signifies a dash)

To access the DigiBuy Service, go to and scroll down to the DigiBuy section in the Registration & Upload Methods.

Small Print: (a) Offer only applies to orders routed through the DigiBuy Service. (b) Offer cannot be used in conjunction with any other offers or applied retrospectively to a purchase. (c) Our normal terms and conditions also apply.

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