PlanGuru Special Edition for QuickBooks Users budgeting software offers expanded budgeting capabilities and seamless integration with your QuickBooks accounting software. It automatically imports historical data for up to 5 prior years and as well as actual results for the current year.
Budgeting:
Enhanced budgeting methods and the budgeting wizard simplify the budgeting process and enable you to create a more meaningful budget for your revenue and expenses, balance sheet and cash flow. Budgeting methods include:
•Compute trend based on historical data
•Make accounts a percentage of other accounts
•Adjust prior year amounts by a percentage
•Specialized methods for accounts such as accounts receivable, trade payables, withheld taxes, line of credit and prepaid expenses
Reporting:
PlanGuru also offers enhanced reporting to enable you to better analyze your financial performance including:
•Balance sheet and income statement budget vs actual
•Cash flow budget vs actual
•Financial ratios budget vs actual
•Budget methods listings
•Budget comments report
•Enhanced report formating features (user defined margins, fonts, etc.)
On-screen financial Analysis:
In addition to enhanced budgeting capabilities PlanGuru give you new ways to analyze your financial performance. On-screen financial analysis tools that enable you to compare and graph both in summary and in detail the following items:
•Budget vs actual for the month and year to date
•Current month vs prior month
•Current month vs same month in prior year
•Trend for the current year
•Multi-year year to date trend for selected month
Dashboard of key performance indicators:
PlanGuru also enables you do set up a dashboard of key performance indicators for your business. The dashboard enables you to quickly evaluate your performance. Dashboard views include:
•Budget vs actual
•Current month vs prior year
•Current month vs same month in prior year