The best software product for preparing business plans in Word and Excel format
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Online Help



Online Help on using the program for financial planning and analysis Budget-Plan Express for Windows


Actively use this help from the program, since it is contextual help - that is, all its sections are related to the program interfaces. This means that calling it from any window will take you to the section where you are currently located. For example, calling up help from a sales plan will take you to the “sales plan” help section, etc.

To call help, press F1 or call it from the menu - from any section of the program. At the same time, from the menu you can call up both online help and built-in help. Online help – more detailed, updated, with many practical examples.

The online help contains a description of the interfaces, a methodological part and examples - more than 50 practical examples, the results of which were calculated or obtained using Budget-Plan Express. Use this knowledge base - to develop business plans or as a training tool for planning practice.

For a quick start, it is recommended to watch the video lesson «An example of calculating a business plan from scratch - from preparing data to reporting a business plan in Word». It consists of 10 parts, approximately 10-11 minutes each... After watching this course, you will be able to make professional business plans yourself. Here we learn how to create a business plan from scratch using the example of an online store project. Using the program, we calculated the project and showed how to prepare reports in Word - create tables, build graphs and draw conclusions. That is, we are talking about how to prepare a professional business plan in Word.

We hope this reference material will help you learn new knowledge and be useful in improving your planning practice.

We wish you success!



☛ The latest version of the program is 6.02. Older versions are not supported. All users can upgrade to the new version.

Practical course of video lessons (12 lessons on business planning practice) will help you to master the tools of the program for several hours and begin practical planning.


Help contents


Introduction to the Program

1. About the program

  1. License
    2.
  2. Announcements of opportunities in Budget-Plan Express
    3.
  3. Instructions for installing the program
    4.
  4. Error codes during initialization and license checking
    5.
  5. Recommendations on the practical planning
    6.

2. Main menu

  1. The ribbon interface (Ribbon)
    2.
  2. File
    3.
  3. Data
    4.
  4. Gantt chart
    5.
  5. Settings
    6.
  6. Reports
    7.
  7. Help
    8.

3. Standard interfaces

  1. Context menu
    2.
  2. Navigation
    3.
  3. Assign hot keys
    4.
  4. Save and backup data
    5.
  5. Formats of tables of budget plans
    6.
  6. Built-in table
    7.

4. General settings

  1. Calling the form «Settings»
    2.
  2. General data
    3.
  3. Taxes
    4.
  4. Directive period
    5.
  5. Depreciation
    6.
  6. Trends. Formats of numbers
    7.
  7. Financial analysis
    8.
  8. Investment analysis
    9.
  9. License registration
    10.

5. Preparation for planning

  1. Translit
    2.
  2. Directories
    3.
  3. Import data
    4.
  4. Setting the "time" scale
    5.

6. Content and structure of plans

  1. General algorithm for calculating a business plan. Data calculation
    2.
  2. IFRS
    3.
  3. Topography of plans in Budget Plan Express
    4.

Operational planning

7. Sales plan

  1. Concept of planning
    2.
  2. Discrete and cyclical sales model
    3.
  3. Create table «Sales plan»
    4.
  4. Form elements and planning tools
    5.
  5. Practical planning
    6.
  6. Adjustments to price series using moving averages
    7.
  7. Models of moving averages in Budget-Plan Express
    8.

8. Plan cash receipts

  1. Modeling of cash flows
    2.
  2. Receivables
    3.

9. Procurement plan and regulatory costs

  1. Concept of planning
    2.
  2. Create table «Procurement Plan»
    3.
  3. Form elements and planning tools
    4.
  4. Practical planning
    5.
  5. Adjustments to price series using moving averages
    6.

10. Production plan

  1. Exporting and importing Gantt charts - Exchange with MS Project
    2.
  2. Planning a Gantt chart
    3.
  3. Planning costs by stages of production. Calculation of the plan
    4.
  4. Allocation of costs to stocks, capitalization of costs. The method of allocating costs to processes or products
    5.

11. Plan fixed costs

  1. Create table «Plan fixed costs»
    2.
  2. Practical planning
    3.

12. Plan of total, non-operating and other costs

  1. Calculation of the table of total, non-operating and other costs
    2.
  2. Modeling of cash flows
    3.

Financial and investment planning

13. Financial reports

  1. Cost accounting method in calculating the cost price
    2.
  2. Product report. Margin analysis and break-even analysis
    3.
  3. Profit and Loss statement
    4.
  4. Cash flow statement
    5.
  5. Balance sheet
    6.

14. Financial planning

  1. Structure plans in the Finance plan
    2.
  2. Credit products. Planning tools
    3.
  3. Credit products. Practical planning
    4.
  4. Credit products. Methods and algorithms of calculation
    5.
  5. Operating and financial leases. Practical planning
    6.
  6. Reserves for future expenses. Planning Tools
    7.
  7. Reserves for future expenses. Practical planning
    8.
  8. Placed equity instruments. Planning Tools
    9.
  9. Placed equity instruments. Practical planning
    10.

15. Investment planning

  1. Structure plans as part of investment plan
    2.
  2. Planning and accounting of fixed assets and other assets. Planning Tools
    3.
  3. Planning and accounting of fixed assets and other assets. Practical planning
    4.
  4. Planning and accounting of fixed assets and other assets. Accounting Methodology
    5.
  5. Planning and accounting of investment assets. Planning Tools
    6.
  6. Planning and accounting of investment assets. Practical planning
    7.

Analysis and preparation of reports

16. Trends

  1. Forecasting trends. Practical planning
    2.

17. Financial analysis

  1. Coefficient analysis
    2.
  2. Liquidity indicators (Liquidity Ratios)
    3.
  3. Debt Management Indicators (Debt ratios)
    4.
  4. Profitability indicators (Profitability ratios)
    5.
  5. Efficiency indicators (Asset management ratios)
    6.
  6. Indicators of market activity (Market value ratios)
    7.
  7. DuPont factor model
    8.

18. Investment analysis

  1. Discounting (Present Value, PV)
    2.
  2. Determining the level of the discount rate
    3.
  3. Model weighted average cost of capital – WACC
    4.
  4. Methods of calculation of indicators of investment effectiveness in simple examples
    5.
  5. Types of cash flows
    6.
  6. Features of the calculation of cash flows in Budget-Plan Express
    7.
  7. Settings of calculation parameters
    8.
  8. The present value of cash flow postnumbero and prenumerando
    9.
  9. Cash Flow Forecast
    10.

19. Indicators of efficiency of investments

  1. Calculation of key performance indicators in the Budget Plan Express
    2.
  2. Payback period – PB
    3.
  3. Discounted payback period – DPB
    4.
  4. Net discounted (present) value – NPV
    5.
  5. Profitability index – PI;
    6.
  6. Internal rate of return – IRR
    7.
  7. Average rate of return – ARR
    8.
  8. Modified IRR – MIRR (Modified Internal Rate of Return)
    9.
  9. Economic profit measure EVA (Economic Value Added) and other complex indicators
    10.

20. Preparation of reports and business plans

  1. Graphics
    2.
  2. Reports in Excel
    3.
  3. Reports in Word
    4.





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