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.
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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