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

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Caroline Cummings
Caroline Cummings
An entrepreneur. A disruptor. An advocate. Caroline has been the CEO and co-founder of two tech startups—one failed and one she sold. She is passionate about helping other entrepreneurs realize their full potential and learn how to step outside of their comfort zones to catalyze their growth. Caroline is currently executive director of Oregon RAIN. She provides strategic leadership for the organization’s personnel, development, stakeholder relations, and community partnerships. In her dual role as the venture catalyst manager, Cummings oversees the execution of RAIN’s Rural Venture Catalyst programs. She provides outreach and support to small and rural communities; she coaches and mentors regional entrepreneurs, builds strategic local partnerships, and leads educational workshops.
Posted in LivePlan Updates

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