Realistic Financial Plan Projections

PlanMagic Finance Pro and all PlanMagic Business Plan Financials are the only financial diagnostic and plan applications that begin where your traditional financial accounting reports stop. It provides vital financial information and key financial indicators of your business whenever you want them. It includes a concise financial guide, ports fully automated business financials with a product line and products wizard, personnel wizard, incorporates state-of-the-art financial analysis tools that give you a clear view of the overall financial position and possibilities of your business up to a 10-year time period.

Special features

  • Easy to use - Use of simple and understandable terms, clearly outlined.
  • Print wizard - Professionally printed results. Business financial printouts are preformatted in Letter, Legal or A4 paper size.
  • Sales tax - Financials handle US sales tax, VAT, GST or similar calculations.
  • Multiple currency - The financials can use any currency, and you can use the exchange rate multiplier (AE only) to quickly update all the values.
  • Easily check the feasibility of your or your clients' plans.
  • Analyze the financial situation with state-of-the-art analysis tools.
  • Stay up-to-date with the real financial situation at all times.
  • Unlimited what-if and other analyses for 10 years without loss of data.
  • Unique tools such as line of credit scenarios, break-even analysis per product line, ROA/ROE/SGR chart, and more.


Financial Plan

Trend setting financial application written in MS Excel that has no competition when it comes to close-to-reality fully automated projections with too many unique features to list them all. You will not find a better solution as specific, as detailed, and as automated. For consultants there is no limit to the number of projections and business plans that can be created. Enter some main assumptions, and start entering your financial data into the clearly marked cells. Use it for a business plan and/or for ongoing monitoring of your business.

An increasingly competitive environment is forcing companies worldwide to review ways of becoming more effective, more efficient and more productive. Financial analysis tools such as balanced scorecards, ROA/ROE/SGR analysis, EVA/WACC, OCF, FCF, Z-score, IRR/NPV, What-If scenario testing, and many of the tools inherent to PlanMagic Finance Pro's engine, provide managers with the instrument to navigate to future competitive success. It enables management to translate an organization's mission and strategy into a comprehensive set of performance measures that provide the framework for a strategy measurement and management system.

Key advantages

  • Offers PlanMagic's Smart Entry System (SES)™ to minimize and significantly speed up data entry.
  • Validation checks for data consistency.
  • Development can start up to 5 years prior to operations.
  • Fiscal year and forecasts can start in any month.
  • Forecasts include monthly (3 years), quarterly (3 years), and annual (5 years).
  • Up to 10 years can be forecast in one financial workbook.
  • Views are collapsible for clear summaries.
  • Costs can be split between fixed and variable cost for contribution, break-even and similar analyses.
  • Projected balance sheets that are always balanced.
  • More than 50 charts illustrate trends in expenses, sales, revenues, cash flow and more.
Financial details Screenshots Charts

Financial Plan Guide

The guide covers subjects such as organizational structure, financing (owners' equity, foreign capital), marketing (market analysis, business goals, marketing strategies, advertising), operations (business identity, business location), business financials (projections, historic analysis, ratios), including tips on how to improve results or lower costs and much more.

Guide details


Financial Plan Presentation

Easy to complete financial presentation template in PPT (MS PowerPoint) format. You can copy text from the financial workbook application, or link to worksheet data in the financial application.

financial plan     


No one has made it easier for you to complete a business financial plan using actual or hypothetical data, analyze your business or offers the same level of financial automation (can be used for monitoring your business throughout the years). Feel free to compare. Available in English and Dutch. And, just in case you need it or prefer it, you can always activate our business plan writing services.

Note: every PlanMagic Business Plan program contains a dedicated financial planning application.




windows 10 business plan     

Minimum requirements
MS Windows Vista/7/8/10 32/64-bit
and MS Office 32-bit 2002(XP)/2003/2007/2010/365/2013/2016

 This superb tool allows me to generate five-year proforma financial statements and perform the necessary sensitivity analysis that my clients expect  

Financial Plan


MS Office, MS Word, MS Excel and MS PowerPoint are registered trademarks of Microsoft Corporation,
PlanMagic is a registered trademark of PlanMagic Corporation. All copyrights acknowledged.

 All in all, from the first model I have purchased, your financial planning is by far the best I have seen in terms of structure, contents, and relevance to what I am looking for in a financial plan