Questions & Answers

Q: I want to review my investments over the past 6 years and compare the performance to the S&P as well as other mixes such as: 100% bonds, 75/25, and 50/50. Will your softward do this?

A: The software is designed to project future performance not review past performance with Inputs applying Growth %'s to develop projections. As such it is not ideal for comparing past performance although you could build a portfolio scenarios based on past performance and investigate outcomes. You can give the software a test run for free from https://bizpep.com/uinvest.html , the Help file https://bizpep.com/uinvest.html provides full details .

Question and Answer Item 2058136 - Browse All Question and Answer Items

Q: I have entered income data in my new budget from an external excel spreadsheet (replacing last years actuals) when I hit "new budget",new total for the different income types are not created. If I create these totals in my new budget can these be imported into QB ?

A: Yes, if you create a New Budget (after importing the current using Update PL) and then change the Month budget values in the New Budget workbook, and click Apply the changed Month Budget values will be used as the new Month budget values and also used in the iff file that can be imported to Quickbooks as budget values.

Question and Answer Item 2058134 - Browse All Question and Answer Items

Q: Do you offer students copy of all your excel spreadsheets? I would love to be able to play with them for my various classes. I was looking for some Excel tools and wanted to work with yours if you offer students a free version.

A: Our software is available free in evaluation mode. Simply download from the Software and Models folder at http:// bizpep.com . We do not provide free full versions (otherwise we would not be able to fund software development).

Question and Answer Item 2058133 - Browse All Question and Answer Items

Q: I registered my new site, but I still get the error message Form Domain Error.

A: Each domain required for processing must be registered in Form1 Builder before the form is built. So you need to at least rebuild the processing code. The domain registration is held in the processing code. You can (if you want) simply Copy and Paste the new processing code to replace the old. See https://bizpep.com/form1/ for details.

Question and Answer Item 2058132 - Browse All Question and Answer Items

Q: Can the software deal with July-June Financial year ?

A: Yes, the first month is the same as whatever you exported from QuickBooks into your PL.csv file.

Question and Answer Item 2058127 - Browse All Question and Answer Items

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