Basic & Free
Planners for Financial Projections and more ...
Our Exl-Plan range
of integrated monthly/quarterly planners
includes Exl-Plan Basic which
uses annual assumptions to generate comprehensive 5-year projections.
This simple, low-cost version (US$29) will meet many business planning
Get details, download free
trial copy or buy & use
Also available is a completely free version, Exl-Plan Free,
which is identical to Basic but projects
for just two years ahead. Details and free
The Free and Basic versions
of Exl-Plan are complemented by other more detailed, powerful
versions of Exl-Plan. Get details and
download trial copies.
All versions of Exl-Plan include a free 150-page
Business Plan Guide & Template (for Word).
PlanWare's Online Business Planner allows a visitor to submit financial
assumptions for a new or existing business and to receive fully-integrated
five-year financial projections as an Excel spreadsheet file via email.
This free service can
be used by virtually any type of business with projected annual sales
in the range $100,000 to $1 billion, or equivalents in other currencies.
The supplied output comprises five-year income statements, cashflow
forecasts, balances sheets and ratio analyses.
An alternative free approach
is to acquire a copy of Exl-Plan Free to
generate comprehensive, full-integrated two-year financial projections.
For greater detail and longer time horizons, consider purchasing one
of the more powerful versions of Exl-Plan. Prices from US$29 to US$289.
This online financial planning system is based on the Quik-Plan
facility built into our range of financial planners - Exl-Plan.
These planners can handle several thousand assumption values and contain
about ten thousand built-in formulae. They produce detailed, fully-integrated
projections (P&Ls, cashflow statements, balance sheets, ratio analyses,
graphs etc.) by month for the first year, quarterly for second & third
years and annually thereafter. Quik-Plan
is designed to generate high-level, quick an' dirty projections
for strategic business planning purposes. It uses several thousand formulae
to generate its projections.
Use of the online planner entails (1) completion of the Online
Business Planning Form and (2) submission to PlanWare where the assumptions
are processed using a specially modified version of Exl-Plan. The results
(income statements, cashflow projections, forecast balance sheets, ratio
analyses etc.) are sent to the submitter as an email with a file attachment
containing an Excel file (*.XLS). This file can be read by Excel releases
5, 7, 8, 95, 97, 2000, XP, 2003, 2007, 2010, 2013, 2016, 365 running on Windows 95/98/Me/NT/2000/XP/Vista/Win7,8,10. Note: If using Lotus 1-2-3, you should be able to read this XLS file.
You can download a sample set of projections here
(file name: SAMPLE.XLS -120k - after downloading use Excel
to explore its contents).
If you need high-level income and cashflow projections, you should also
look at Exl-Plan
Free, a fully-integrated, 2-year financial planner for Excel which
is available for free and downloadable here.
Bookmark and/or print this page for future reference.
If you need general advice, review our paper on Preparing
Financial Projections and pay particular attention to the Tips
& Traps. Above all, don't use over-optimistic or unrealistic assumptions.
If a start-up, allow for the possibility that it could take much longer and
require more funds to get going than expected.
There are two ways to complete the Online Business Planning Form:
If you have access to a printer (Recommended method):
Enter your assumptions etc. into the Form. Be sure to double-check
that all the tables have been fully completed.
Press the Submit Assumptions Now button and await an acknowledgment.
Receipt of your assumptions will be automatically acknowledged. Once
received, we will send you, within two to three days, an email with an
attached Excel file containing your assumptions and projected values as
Copy of your submitted assumptions along with the results of an automated
Projected Income Statements for five years
Projected Cashflow Statements for five years
Projected Balance Sheets for five years with opening balance sheet
Ratio Analysis for five years
Textual Summary Report relating to the projections
Use this Contact Form if you have any problems
or difficulties connected with this service. If you would like more information
about Quik-Plan and Exl-Plan, click here.
If you prefer, you can download trial versions of our financial planners
- Exl-Plan (for Excel) - which incorporate extensive
facilities for preparing detailed and high-level projections (P&Ls,
cashflows and balance sheets) for up to five years ahead.
This service is provided by PlanWare in accordance
with the following terms and conditions:
As far as practicable, we will email projections
to a submitter within one to three days of receiving assumptions.
We will post a message to this page if there is likely to be any undue
delay. However, we accept no responsibility for email transmission/delivery
failures or delays howsoever caused.
We accept no responsibility whatsoever for the accuracy
or completeness of the assumptions and/or projections for which the
submitter must assume full responsibility. Projections are supplied
"as is" and without any representations or warranties whatsoever.
Reports cannot be tailored to handle individual requirements
and we are under no obligation to respond to follow-on queries etc.
We accept assumptions for only one business per submitter
or only one client in the case of submissions from professional advisers
etc. However, we permit up to two sets of assumptions per business.
These could relate to (a) two scenarios for the same business or (b)
represent initial assumptions followed by revised assumptions altered
in the light of projections generated by initial assumptions.
We place no restrictions on the use of projections
by submitters but we would be very grateful for an acknowledgment of
PlanWare as their source i.e. <https://www.planware.org/>.
All rights are reserved. Specifically, we reserve
the right not to process applications, without offering any reasons.
Submitters must accept full responsibility for the
confidentially of data during its transmission to/from us over the
Internet. Once received, PlanWare will treat a submitter's data as strictly
confidential and, under no circumstances, will it be disclosed
to any parties other than to the submitter's email address. We
reserve the right to publish anonymous data which has been aggregated
by broad sector, location etc.