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On the recordRead 9 Oct 202614 facts
PlanMagic
Plans and prices
PlanMagic Business
$49one-time
MS Windows 7/8/10/11 32/64-bit · MS Office 2010–2023+/365 · one business-specific template plus generic template
Read 9 Oct 2026 · planmagic.com
PlanMagic Business Advanced Edition
$149one-time
MS Windows 7/8/10/11 32/64-bit · MS Office 2010–2023+/365 · forecasts up to 10 years
Read 9 Oct 2026 · planmagic.com
On the record
- Advanced Edition
- The Advanced Edition includes two investor pitch decks, an executive dashboard, advanced analyses and scenarios, and a web marketing guide.planmagic.com · read 9 Oct 2026
- Currency and tax
- The financials support any currency and calculate US sales tax, VAT, GST, or similar; the Advanced Edition adds an exchange-rate multiplier.planmagic.com · read 9 Oct 2026
- File compatibility
- PlanMagic’s financial model is an Excel workbook, and the business plan and presentation templates use Word and PowerPoint formats.planmagic.com · read 9 Oct 2026
- Financial forecasts
- Forecasts include monthly and quarterly projections for 3 years and annual projections for 5 years, with up to 10 years in the Advanced Edition.planmagic.com · read 9 Oct 2026
- Financial tools
- The financial workbook includes validation checks, more than 40 charts, break-even analysis, and projected balance sheets.planmagic.com · read 9 Oct 2026
- Free trial
- PlanMagic offers a free 10-day trial for selected financial models; the trial page says other financial models are not available as free trials.planmagic.com · read 9 Oct 2026
- Included files
- The package includes an MS Word business plan template, an MS Excel financial projection application, and an MS PowerPoint presentation template.planmagic.com · read 9 Oct 2026
- Integrations
- The opened product pages describe use with Microsoft Word, Excel, and PowerPoint and do not name other software integrations.planmagic.com · read 9 Oct 2026
- Minimum requirements
- The product page lists Windows 7/8/10/11 in 32- or 64-bit and MS Office 32/64-bit 2013/2016/365/2019 or later as minimum requirements.planmagic.com · read 9 Oct 2026
- Purpose
- PlanMagic Business packages business plan materials with financial projections for starting, expanding, or monitoring a business.planmagic.com · read 9 Oct 2026
- Security and privacy
- The registration page says customer data will remain confidential and private and links to a Privacy Policy.planmagic.com · read 9 Oct 2026
- Support and updates
- PlanMagic states that software licenses include free technical support and free updates for one year.planmagic.com · read 9 Oct 2026
- Templates
- It includes a generic products/services/manufacturer template and one additional business plan template of the buyer’s choice; additional templates can be purchased.planmagic.com · read 9 Oct 2026
