Switching Your LivePlan to Full Financials

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If you’re using LivePlan to write and track your business plan you’ll want to make sure you expand your financials to include the following. These financial documents are required if you are seeking a bank loan or outside investment capital. They are also required if you’re submitting your completed LivePlan  into the “LivePlan $10,000 Boost” business plan competition:

  • Cash flow assumptions
  • Cash flow statements
  • Loans and investments
  • Balance sheet
  • Projected Profit & Loss statement

It’s super easy to expand to full financials. From within your LivePlan account:

  1. Click Options
  2. Select Level of Detail
  3. Click Full
full financials in liveplan




Caroline CummingsCaroline Cummings
Caroline Cummings
Caroline is a two-time technology entrepreneur. She's co-founded, and held the CEO position, for two internet companies. She's raised close to $1M in investment capital and has coached several other startups on their investor pitches. After her most recent exit, Caroline joined Palo Alto Software to lead their business development for the cloud-based business planning and management tool LivePlan.
Posted in LivePlan Updates