Frequently Asked Questions

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Can I use LivePlan on my iPad?

You sure can. If you're using an Android or other tablet device it should work too, though we don't do routine testing on them.

What browsers does LivePlan work on?

LivePlan is fully supported and tested on the following browsers

For Windows

  • Google Chrome, current version only
  • Firefox, two latest releases only
  • Internet Explorer 8 and above, though we strongly recommend that you upgrade to either of the two latest releases if possible

For Mac

  • Google Chrome, current version only
  • Firefox, two latest releases only
  • Safari, two latest releases only
Can I use LivePlan on a browser that's not on your supported list?

Sure, feel free to give it a try. Other current browsers like Opera should be fine, though you may find minor issues since we do not test the app in those browsers.

Version 7 of Internet Explorer is known to be a problem and we don't officially support it. This browser was developed before modern web apps existed and cannot run LivePlan effectively. However, you can update Internet Explorer for free by downloading the latest version from Microsoft.

We do not support Internet Explorer 6.

Can I use LivePlan without an Internet connection?

No, sorry. Because LivePlan is a web application, you need to be connected to the Internet to use it. The good news is that you can use it from any computer or device with Internet access, so your software isn't stuck on a single PC. But currently we do not support offline access.

What is the best way to share my plan with my business partner or others?

That depends. Do you want the other person to be able to edit and change the plan, or just read it? And how comfortable is this person with digital technology? If you're just looking for feedback on a finished document, the easiest thing for your reader is probably to send them a PDF. If you want somebody to see changes as you make them or to check your progress regularly, you can issue them a guest pass. And if you have a business partner with his own perspective to add on the financials or strategy, you can add them as one of your included paid users, who can fully change anything in the content of the plan.

Can my partner and I work in the plan at the same time?

LivePlan makes it easy for you to collaborate with other users in your account, even working on the same plan at the same time. LivePlan prevents users from overwriting each others' work by allowing only one user at a time to edit a particular section. Other users will see that section of the plan as locked.

Can I save the plan I'm working on to my hard drive?

LivePlan automatically backs up your data every few seconds, and every time you click “I’m Done” for a particular task. All your plan and account information is saved securely in our online servers, ready for you and your invited users to access when you need it.

You can always print a copy of your plan as a PDF file to save to your computer or download your plan as a Word document, if you know you will be without Internet access for a while and want the content handy. But there's no need to save your data offline for backups.

What file types can I export to?

The easiest way to produce your LivePlan plan document is to use the print to PDF feature, which outputs your plan content in a standard file format that can be read by Adobe Reader or other free reader programs. You can also export a copy of your plan to Microsoft Word (2007 or later). That's useful if you want to have more control over the document's look and feel or add images, custom tables, and so on. Just remember that once you export to Word, any changes you make in LivePlan will not be reflected in the Word document. The Word export is a snapshot of the plan.

Can LivePlan and Business Plan Pro work together? Can I use my business plan made in Business Plan Pro in LivePlan?

No, LivePlan is an entirely new product and is not interoperable with Business Plan Pro. The two products use fundamentally different technologies. At this point, you can copy the text of any plan created in Business Plan Pro and use your browser's paste functionality to insert it into your LivePlan, but financial data cannot be carried over.

Can I import financial data from Excel, QuickBooks, or other software?

Yes, if you are a QuickBooks or Xero user, you can import your financial data into LivePlan to track your actual progress against your plan.

What's LivePlan's privacy policy?

Palo Alto Software, Inc. collects standard customer information (name, email address, company name, credit card company, credit card number, expiration date, and credit card billing address) during the LivePlan signup process and in other customer communications with us by email or phone. We understand how important this information is to you. We are committed to keeping it strictly confidential. Your privacy is not for sale. We will never sell, rent, or otherwise abuse the private information you have trusted us with. Read our complete privacy policy.

How safe is the data I put into LivePlan?

You can read all about our security measures here, but the short answer is that your business plan is safe with us. We've undergone a full security audit by a leading data security testing firm that specializes in doing hacker-style attacks to find vulnerabilities. We're happy to report that LivePlan got a clean bill of health and will continue to do everything we can to protect your information.

I'm looking for Business Plan Pro for Mac. Should I use LivePlan?

Yes. LivePlan is made by Palo Alto Software - the same people who make Business Plan Pro. We built LivePlan to help provide a great business planning solution for Mac users who were not able to use Business Plan Pro. While the two products are not exactly the same, they both help you create winning business plans quickly and easily. If you would like to compare Business Plan Pro to LivePlan, we have a quick comparison chart available.

Can LivePlan help me with my sales forecast?

Yes, LivePlan makes it easy to complete your sales forecast. Simply input your figures and LivePlan will automatically create your spreadsheet and associated graphs. It couldn't be easier.