Business Plan Software


End of Service Notice (4/1/2022): It has been our pleasure to provide our customers with quality PC software for over 30 years. As of 4/1/2022, all installable PC-based products and tools will no longer be available for sale. To help you transition to other solutions, we will continue to support these products through 3/31/2023. You can continue to use our products after 3/31/2023. Thank you for your business!

Learning resources

User Guide

Review the User Guide to learn how to use our business planning software to its full potential. You can access the User Guide by selecting User Guide in the Help menu within the software, or downloading the User Guide directly from this website. You can print the User Guide and use it as your learning tutorial.

Download Ultimate Business Planner 5.0 User Guide (.pdf, 1.18MB)

To view PDF files, you need Adobe Acrobat installed on your computer. If you don't already have the Acrobat Reader, download it now free of charge from Adobe.

In-product Help

Press the F1 key anywhere within Ultimate Business Planner for instant "how to" instructions. You can also access topic specific help text by selecting Help > Help Topics in your software.

Video Tutorials

Watch step-by-step product tutorials to learn how to use the features in Ultimate Business Planner to its full potential.

Watch the Video | Getting Started with Ultimate Business PlannerGetting started is easy! Learn about the Company section of Ultimate Business Planner. It’s the first step in writing a business plan.

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Watch the Video | Enter Income to Your Business PlanDiscover how uncomplicated it is to group your sales into categories in the Income section.

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Watch the Video | Enter Expenses to Your Business PlanLearn how to enter your projected monthly operating expenses in the Expenses section.

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Watch the Video | Inventory, Assets and Financing in Your Business PlanWondering how to account for the things your business already has or needs? Find out how to enter inventory, assets, and financing options.

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Watch the Video | Write a Business Plan in Business Planning SoftwareAfter your financial projection is complete, it’s time to write a business plan. See how business planning software makes this daunting task a much simpler process.

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