Financial Planner
Financial cashflow and budget planner
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The Financial Planner is a ‘ready to use' business application module for the Microsoft® Excel spreadsheet. This versatile product is a member of IPM's Business Solution Series and is designed to satisfy a wide range of financial planning needs. IPM have harnessed the powerful features available in Microsoft® Excel to give you one of the most comprehensive business products available today.
The Financial Planner is a professional business tool that can be used by businesses in many market sectors. In large establishments for example, it makes an ideal planner for departmental budgeting and Financial Project Management. On the other hand, small independent businesses will find this product an essential tool for managing their cash flow. Comprehensive financial plans can now be created quickly and efficiently without the need for in depth specialist knowledge.
The Financial Planner is both functional and easy to use. Colour coded templates and navigational maps provide the user with a modern, ergonomic interface. On line help is provided in the form a separate help file together with cell notes that can be viewed automatically in Excel 7+ (when the mouse cursor is placed above that cell note indicator) or viewed manually in Excel 5 (accessed from tool bar).
The financial plan framework can be created entirely from scratch or copied from existing plans to save valuable time. Powerful editing facilities then allow you to add or delete account codes as required. Once you are happy with the framework the financial data is entered on a month by month basis, the results of which can be analysed and printed out to form the basis of a financial report.
Consolidation - Optional
Consolidation enables the data from several plans to be summarised into a single result.
Series Consolidation enables plans spanning several years to be summarised into a single result. For example if a design project takes three years to complete, three detailed financial plans representing each of the three years can be summarised to give a budget, cost to date and forecast to complete for the entire development.
Parallel Consolidation enables several plans for the same year to be summarised into a single result. For example if an organisation is split into different departments or divisions, individual financial plans for each of these departments or divisions can be summarised to give an overall view of budget, cost to date and forecast for the whole organisation for a single financial year.
Price
Financial Planner: £49.95+VAT+Postage (single user) - Site licences are available upon request. We also accept official company purchase orders - payment within 14days.
Financial Planner Consolidator: £149.95+VAT+Postage (single user) - Site licences are available upon request. We also accept official company purchase orders - payment within 14days.
