PlanGuru Version 9 Enhancements

Reporting

• Further customize your reports with new user defined margins – In Version 9 we’ve added the ability to let you define the left, right, top and bottom margins on the financial statements. You can define margins ranging from .25” to 1”. In the process of making this change, we changed the way we determine the proper font size for the reports and increased the number of font sizes we can use on the reports. We believe these changes will improve the overall appearance of the reports.
• Eliminate unnecessary report pages with a new report printing option – In the past the balance sheet and income statement automatically printed together. Users told us, in many cases, when they printed the reports they were only interested in the income statement. To give you that flexibility we added a new checkbox on the Print Financial Statements window that enables you to print only the income statement.

Projection methods

• Get more flexibility in projecting amounts with the ability to compute amounts on prior, current or future amounts of other categories. PlanGuru’s “Percent of another category” and “Combination of other categories” projection methods use balances of other categories in the computation. In pre 8.5 versions of PlanGuru you could only use current period amounts of the other category in the computation. In 8.5 we added the ability to compute on a prior period balance. In 9.0 we’re adding the ability to compute on the balance in a subsequent period. For example, say you want October’s purchases to be based on November’s projected sales. With version 9 you’ll now have that flexibility and it will enable you to create more sophisticated projections and budgets.
• Compute amounts using a larger number of other categories - In pre 9.0 versions of PlanGuru, the “Percent of another category”, “Function of Non-financial item” and “Combination of other categories” method used balances in other categories to compute projected amounts and the number of categories you could include was limited to 5. In Version 9 we’ve increased the number of categories that can be used to 10. For you that means more flexibility and fewer workarounds.

Importing and exporting data to and from Excel

• A new import report makes it easier to trace the flow of information into PlanGuru – When you’re importing information from Excel, QuickBooks or Peachtree into PlanGuru sometimes it can be challenging figuring out how the imported information flowed into PlanGuru. Our new import report will solve that problem. The new import report shows the account description in the import source (Excel, etc.), the category description in PlanGuru where the account flowed to and balances imported by account for up to 5 periods. Plus, when accounts are being grouped together in PlanGuru we give you a subtotal for the accounts as well as by account type (total assets, etc.)
• You’ll save time importing data from Excel because you can now save your import setups – One of the most time consuming steps in importing data from Excel is defining which columns PlanGuru is importing information from and defining what kind of information is in each column. In pre 9.0 versions of PlanGuru each time you ran the import utility you had to set up the column definitions. With version 9.0 you’ll be able to save time because you can save your import setups for the next time you import from a spreadsheet with the same format. Plus, you’ll be able to save as many import setups as you want and you’ll be able to use the same one for different companies.
• The expanded export to Excel utility means you can export more data to Excel – If you like being able to export data to Excel so you can modify the information, you’ll like our new expanded Export to Excel utility. In version 9.0 we’ve added the ability to export financial ratios and the budget vs actual information. And the best part is, it’s easy to use!

Operating systems

• Now you’ll be able to load and run PlanGuru from your network server. – For our PlanGuru Network edition customers, we required that PlanGuru be installed on each workstation rather than on the server. With Version 9 Network edition of PlanGuru, you’ll be able to load it on the server and run it from any computer connected to the network without limitations on the number of simultaneous users.
• PlanGuru will now be supported on the Microsoft Vista operating system – With Vista, Microsoft has added a new security component, ‘User Account Control’ (UAC). While providing additional security to the Windows operating system, UAC has also created some difficulties with pre-Vista application software. PlanGuru Version 9 is designed to work with Vista (as well as Windows 2000 and XP).