PlanMagic
The facts below are what the maker publishes about PlanMagic, checked and dated. Our editors have not written about it yet.
Plans and prices
From PlanMagic's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| PlanMagic Business | $49, paid once | MS Windows 7/8/10/11 32/64-bit · MS Office 2010–2023+/365 · one business-specific template plus generic template · lifetime license |
| PlanMagic Business Advanced Edition | $149, paid once | MS Windows 7/8/10/11 32/64-bit · MS Office 2010–2023+/365 · forecasts up to 10 years · lifetime license |
The facts
Each one read from PlanMagic's own pages, with the date it was checked.
What it does
- Advanced Edition
- The Advanced Edition includes two investor pitch decks, an executive dashboard, advanced analyses and scenarios, and a web marketing guide.checked 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.checked 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.checked 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.checked 9 Oct 2026
- Financial tools
- The financial workbook includes validation checks, more than 40 charts, break-even analysis, and projected balance sheets.checked 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.checked 9 Oct 2026
- Integrations
- The opened product pages describe use with Microsoft Word, Excel, and PowerPoint and do not name other software integrations.checked 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.checked 9 Oct 2026
- Purpose
- PlanMagic Business packages business plan materials with financial projections for starting, expanding, or monitoring a business.checked 9 Oct 2026
- Security and privacy
- The registration page says customer data will remain confidential and private and links to a Privacy Policy.checked 9 Oct 2026
- Support and updates
- PlanMagic states that software licenses include free technical support and free updates for one year.checked 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.checked 9 Oct 2026
The company
- Founded
- 1995checked 28 Sep 2026
Money
- 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.checked 9 Oct 2026
Alternatives to PlanMagic
- 1
Business in a Box
Free planAndroidiOSWebLinux8.2From $199 a year - 2
Business Plan Quick Builder
Free planAndroidiOSWebLinux8.0Free plan - 3
LivePlan
AndroidiOSWebmacOS7.6From $15 a month - 4
Planium Pro
AndroidiOSWebAPI7.6From $20 a month - 5
IdeaBuddy
Free planAndroidiOSWeb6.9Free plan - 6
Business Model Fiddle
Free planAndroidiOSWebLinux6.7Free plan