Hello PlanGuru users! We are pleased to announce our next version, V5, has been released. A complete list of improvements and new features can be found below:
Archived Budgets: One issue many of our users had was that they wanted to both keep a budget and push actuals into their budgeted months in order to re-forecast. In previous versions, the only way this could be done was to create a separate file just for the budget, and a different file to act as your rolling forecast. In v5 of PlanGuru, we will now allow you archive your budget. This will save all of your budgeted numbers, and still allow you do you rolling forecast. This eliminates the need of keeping a separate budget file and should cut down on the time users spend maintaining their files.
Account Mask Improvements: Our account number feature has been greatly improved. You can now have more than one delimiter and have greater control as to what part of the account number you want to consolidate on. This is a big improvement as many users will now no longer need to adjust their account numbers or create new account numbers so that they could fit into our program.
Link To Excel Projection Method Improvements: Some users noticed that when they tried to link to an Excel file, the numbers they had only should up as #REF or #VALUE in the linking window. That was because the “Link to Excel” projection method could only interpret basic formulas. If a formula referenced another sheet in the same workbook, it would cause the value to just show up as #REF. We have improved this piece of functionality as that should no longer happen. The linking functionality is now able to look at the value rather than try and re-interpret the underlying formula.
Saving Analysis Progress Bar: When users had analyses that were file large in terms of file size, the program could become unresponsive when the analysis was saving. This led many users to think that the program had simply stopped working, even though the analysis was still actually being saved. We have now added a “Progress Bar” so that users can see the program is still running normally during the save process.
Direct Integration with Quickbooks Online: Many of our users also use other tools such as Quickbooks Online. PlanGuru is not able to integrate with this program directly, and as a result users had to use work-arounds. That will be a thing of the past though as we will be able to import historical and actual information directly from Quickbooks Online companies.
Account Mapping Overhaul: We will be overhauling the account mapping screen to make it more user friendly. Currently some users get confused as to how to map accounts, and how to tell which ones are currently mapped. We will be making graphical changes on that menu so that it is clearer.
Formula Builder Overhaul: There are several improvements that are going to be made to our “Formula” projection method regarding how formulas are built. The interface itself will be changed so that it is more intuitive, and the ability the delete single items. The latter will be a big improvement as you will no longer need to delete the whole formula in order to change something.
Adding Category Overhaul: One common struggle of many first time users is that they are unsure of how to add categories and accounts within PlanGuru. While it is not a difficult process, it can be difficult to find where that is done. With that in mind we will be overhaul the way you add accounts, making the program much more user friendly and intuitive.
Improvements to Navigation Between Cells: A small improvement, but one that will make the program much more user friendly, we plan to greatly improve the ease of which users can navigate between cells. Currently, you can use the up/down/left/right arrow keys to navigate between cells, but only in some part of the analysis, and only if you are not entering data. We are changing that so that the behavior of the keys will be the same throughout the analysis, and you will be able to move on to the next cell using just the arrow keys after manually entering a number.
Import Budgeted Non-Financial Data: Currently we allow you to import budgeted data into the Revenue and Expense sheet, and the Balance Sheet. We will be giving users the ability to import into the non-financial section as well.
Various Bug Fixes and Improvement: This update includes a large number of bug fixes that will improve the stability of the program and make running it smoother than ever. In addition, the wordings of many menus and screens have been changed to make things easier to understand.
More Improvements to come……..