Questions & Answers

Q: I have "Budget Compiler QuickBooks Excel a20", purchased from you a year or so ago. Is there a newer version with changes that are substantial enough to warrant updating, and if so, is there a cost?

A: The new version 30 is operationally the same as prior versions however it includes Excel 2007 and Excel 93-2003 files. Unless you specifically require the newer files then there is no need to update.

Question and Answer Item 2058186 - Browse All Question and Answer Items

Q: I downloaded for review and need to know if I can download multiple class budgets into quickbooks?

A: The Compiler will import whatever Profit and Loss data you save to your PL.csv file. So if you filter your Profit and Loss data by class and then save this to your PL.csv file and import this file to the Compiler it will only include the data exported. If you need multiple classes just build/filter the required PL.csv files and import to the Compiler. For each import you can save the Compiler file with a different name or in a different directory so you end up with a Compiler file for each exported class filter.

Question and Answer Item 2058184 - Browse All Question and Answer Items

Q: Are these tools for business coaches to use on clients? If yes, please can you email me costs for all tools.

A: Yes business coaches can apply components or all of our software titles to provide client services. Our Business Planning page https://bizpep.com/Planning.html outlines a structured business development plan and applicable software for business coaches. When you purchase a Commercial license for your software it allows the commercial use of software for inter-business support, advice, or consulting. Full pricing for all our software is outlined at https://bizpep.com/appinfo.html . For coaching a Commercial license is required. The cost of a single user Commercial license for each software title applied in Business Planning is US$207.00 each. The software titles are Business Valuation Model, Forecast and Budget Builder, Pricing and Breakeven Analysis, Profit Contribution Model and Decision Assistant Model. Consultants can tailor make support packages for clients by applying all or selected software titles.

Question and Answer Item 2058164 - Browse All Question and Answer Items

Q: Does Budget Compiler Quickbooks Excel work with the online version of Quickbooks?

A: To use the Compiler you must be able to export Quickbooks data in the correct structure and comma separated format (CSV) to a file PL.csv. As far as I am aware this is not possible from Quickbooks Online.

Question and Answer Item 2058155 - Browse All Question and Answer Items

Q: I am trying to forecast for a new business for years 1-3, I have inputted total values on the input page for the forecasted figures for the first year but that does not give me the correct monthly figures on the budget by month master. How do I input my opening monthly figures so they appear on the budget by month master?

A: The base figures input on the input sheet are for the current year, on the Budget by Month Master these are displayed in the Current Year column (column C). If you want these figures to apply to Year 1 set the Relative Indicators on the input sheet for Year 1 to 100% (Level of Competition to Fixed Cost Efficiency) this means that there is no change from the current to year 1 values. The Percentage Contributor on the Budget by Month Master determines the spread of the Year values across months by adjusting these you will adjust the percentage annual revenue allocated to each month. Following years are forecast based on the Relative Indicator used for each year. Hope this helps. FYI the Budget Tool Business https://bizpep.com/BudgetTool.html is an alternative budgeting tool that does not apply Relative Indicators to generate forecasts.

Question and Answer Item 2058140 - Browse All Question and Answer Items

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