The LivePlan Help Center
Browse concise articles with quick solutions to common LivePlan issues, covering setup, features, and troubleshooting.
Learn how to manage your account, update billing and subscription info, change login details, or reactivate your LivePlan subscription.
Learn how to add new companies, rename or switch between them, and manage multiple plans in one LivePlan account.
Learn how to draft, edit, and refine a professional business plan that supports funding, strategy, and business growth.
Use the Idea Canvas to summarize and refine your business idea. Share it with investors, partners, or team members.
Learn how to track performance in the Dashboard and compare results with industry benchmarks using LivePlan’s Industry Data.
Go beyond basics by forecasting loans, investments, taxes, and advanced assumptions that give a more complete financial picture.
Build a complete forecast by adding revenue streams, direct costs, operating expenses, and personnel details.
Explore tools for creating and managing your forecast, from setup and assumptions to adjusting details as your business grows.
Learn how to download or print your plan, pitch, or financials in professional formats to share with investors, lenders, or team members.
Invite team members, advisors, or partners to view or edit your plan. Manage roles, permissions, and sharing to collaborate effectively in LivePlan.
Use LivePlan to collaborate with clients, review plans, and share insights. Learn tools for scaling advisory services efficiently.
Explore resources for instructors and students, including classroom tools, assignments, and guidance for using LivePlan in education.
Our New User Guide is the perfect place to get started with all of the information and step-by-step instructions you’ll need.
Have a LivePlan Professional write your plan, build your forecast, and more.
