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Import data from Excel |
| Import data from an Excel
spreadsheet to minimize your setup time
and make entering actual results into
PlanGuru for budget vs actual reports
easy. |
| The import process enables you to import line items and historical balances for up to 5 periods in one step. Plus, during the import process you can select the projection method for revenue and expense items and even use historical information to compute initial assumptions. |
| In about 20 minutes you can have a preliminary budget or projection you can show to your client. |
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| Export to Excel |
| Export projected
balance sheet, income statement, cash
flow statment, financial ratios and
budget versus actual informatiion to
Excel in order to create additional
reports or to perform additional analyses
in Excel. |
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