           
		     Additional Information
			 about
		            Exl-Plan
		  Free, Trial & Full Versions


			Contents
			=======

1.	Introduction to Exl-Plan
2.	Introduction to Free-Plan
3.	Getting Business Advice
4.	Upgrading from Shareware Version
5.	Benefits of Upgrading Shareware Version
6.	Installing & Running Exl-Plan
7.	Your Master Copy of Exl-Plan
8.	Operational Hints & Tips5
9.	Uninstalling Exl-Plan
10.	Accessing Help
11.	Revision History
12.	Contact Details



++++++++++++++++++++++++++++++++++++++++++++++++++
	Note that the README.DOC file inside Exl-Plan's EXE  
	file contains additional information and topics. This
	can be accessed once Exl-Plan has been installed.
++++++++++++++++++++++++++++++++++++++++++++++++++


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			CONTENTS OF PACKAGE

Exl-Plan, a fully-integrated financial planner for Excel. 
(file: EXLPLAN.XLS)

On-line help for Exl-Plan containing 100+ topics. 
(file: EXL*.HLP)

Four tutorials on setting up Excel, basics of Exl-Plan, getting
started and using Quik-Plan. (files:  EXL_*.SWF and EXL_*.HTM). 
Macromedia Flash Player required – available from
<http://www.macromedia.com/go/getflashplayer>.

90-page manual for Exl-Plan. (file: MANUALEXL.PDF)

Free-Plan, a free business plan Template for Word (48 pages) and 
a complementary Guide (supplied as a 90+ topic Help file and as a 
100+ page PDF file for printing). (files: FREE-PLAN_TEMPLATE.DOC,
FREE-PLAN_GUIDE.CHM and FREE-PLAN_GUIDE.PDF)

Once Exl-Plan has been installed, all the foregoing items can 
be accessed from the Exl-Plan option within the Programs menu
or directly from the folder specified during installation.

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1. Introduction to Exl-Plan
====================
Exl-Plan is a range of powerful, easy-to-use software packages
for preparing comprehensive financial projections, budgets,
business plans etc. for six months or for one, three, five or
seven years ahead for new & established businesses of all 
sizes and types. It can also be used as a tool for strategic 
and corporate planning, business restructuring, financial
appraisals and performance monitoring.

This shareware release of Exl-Plan is freely distributable but
refer to the file LICENSE.TXT for full details.

Exl-Plan is primarily a workbook file which runs on the best-
selling Excel spreadsheet from Microsoft. As Exl-Plan
incorporates extensive formulae and pre-programmed menus and
buttons only a very basic knowledge of Excel is required to
prepare highly professional and presentable projections.
Advanced Excel users can utilise their expertise to enhance
and expand Exl-Plan to meet their particular needs.

Exl-Plan requires Microsoft Excel releases 5, 7, 8, 95, 97, 
2000 or XP for Windows 95/98/Me/NT/2000/XP.

Exl-Plan is available in eight main versions (Basic, Micro, Lite, 
Pro, Super, Super Plus, Ultra & Ultra Plus) and two editions 
using UK/International and US/Canadian accounting conventions 
- sixteen variants in all. These versions have the flexibility 
to handle manufacturing, distribution and service businesses and 
are suitable for established businesses as well as for new 
ventures and strategic business units within major corporations. 
Exl-Plan is also ideal for use by professional advisers, 
consultants, training organisations, financial institutions 
and enterprise support agencies.

Exl-Plan is pre-formatted to handle the very wide range of the
variables and functions normally encountered when preparing
financial projections. Based on the monthly and quarterly
assumptions entered by the user, it compiles detailed and
fully integrated financial projections for one/three years on
a monthly basis and, in less detail, for a further two years 
on a quarterly basis. It produces dozens of pro-forma financial 
and management reports together with numerous graphs for key 
variables. See <www.planware.org/exldesc.htm> for more detailed 
information.

Exl-Plan contains numerous facilities for accelerating the
process of preparing projections and for undertaking global
or specific "what-if" sensitivity analyses.

Exl-Plan is easy-to-use because all the formulae for financial
calculations are pre-written; reports are pre-formatted and
clearly laid out; menu structures follow logical sequences;
and online help is available to the user at all stages. For
experienced users of Excel, Exl-Plan offers a familiar
environment which can be tailored and expanded to meet
specialist needs and utilise existing spreadsheet-based data
without the need to get involved in any extensive import/
export procedures.

For latest information about Exl-Plan, visit our web site at 
<www.planware.org/exlplan.htm>.

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2. Introduction to Free-Plan
=====================
Included with this copy of Exl-Plan is a copy of Free-Plan, a
detailed Guide and Template for preparing a business plan. It has 
been compiled and distributed as freeware by PlanWare.

The Word-based Template (48 pages) contains a detailed 
framework and structure for writing a business plan. It is 
complemented by a comprehensive Guide (supplied as a 90+ 
topic Help file and as a 100+ page PDF file for printing) which 
offers extensive section-by-section help related to the Template.

To utilise Free-Plan, you will need to register and secure a 
password to unlock Free-Plan. Refer to the yellow table on 
the first page of Free-Plan. Registration is completely free 
($0.0) and can be done by e-mail or an online form at 
<www.planware.org/busplan.htm>.

The extensive information contained within the body of 
Free-Plan can be viewed without registering.

If you need a version of Free-Plan suitable for Word 6/95, 
download a copy from the PlanWare site at 
<www.planware.org/busplan.htm>.

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3. Getting Business Advice
====================
If you need business-related advice about preparing a business 
plan, developing a business strategy, raising finance etc., 
be sure to visit the PlanWare web site at <www.planware.org> 
which contains substantial guidance and advice in the form of 
white papers and other facilities and resources.

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4. Upgrading from Shareware Version
============================
The following table summarises the prices (inclusive of 
worldwide mail delivery) for upgrading a shareware version of 
Exl-Plan (either US/Canadian or UK/International editions):

	Exl-Plan Basic		US$ 29
	Exl-Plan Micro		US$ 49
	Exl-Plan Lite		US$ 89
	Exl-Plan Pro		US$ 129
    	Exl-Plan Super 	             	US$ 169
	Exl-Plan Super Plus		US$ 209
  	Exl-Plan Ultra                  	US$ 249
	Exl-Plan Ultra Plus		US$ 289
	Copy of manual (optional)	US$ 20

Note: Each version/edition of Exl-Plan has a different manual.

A downloaded shareware copy can be upgraded to its equivalent
fully-operational commercial version by arranging payment and
swapping the Upgrade Code Number (on FRONT sheet) for an
Unlock Code by e-mail, fax, post etc.

For further upgrade details, refer to the shareware-related
items in the *Exl-Plan Help menu; the UPGRADE worksheet; the
ORDER.DOC file; or 'How to Upgrade' page at 
<www.planware.org/exlupgr.htm>.

Note that you cannot remotely upgrade and simultaneously
switch versions/editions. If you wish to remotely upgrade to
a different version/edition, you must first download the
shareware equivalent of the desired version/edition via our
web site at <www.planware.org/exldown.htm>. 

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5. Benefits of Upgrading Shareware Version
================================
Use of the shareware version of Exl-Plan for any purpose
except evaluation is NOT permitted under the terms of the
Shareware License Agreement.

If Exl-Plan is suitable to your needs there are many positive
benefits of registering including:

       * Unlocking of the trial copy and/or securement of a 
          fully-operational copy.
       * Option to acquire a 115/125-page spiral bound manual.
       * Access to support by phone, fax and e-mail.
       * Securement of the latest version of Exl-Plan.
       * Details of upgrades, user tips etc.

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6. Installing & Running Exl-Plan
=======================
IMPORTANT: Exl-Plan must always be installed from supplied
installation disk(s) or via a downloaded installation file. It
will not operate correctly if it is installed by simply
transferring an Exl-Plan workbook file from one PC to another.

Install Exl-Plan from supplied 3.5" disks or from a
distribution file downloaded from the Internet. You will need
up to 20 Mb of hard disk space.

To install Exl-Plan, run the EX*.EXE file via Run within the
Program Manager or Start menu. You will be guided by extensive
on-screen instructions.

To run Exl-Plan, proceed as follows:

a) Select Exl-Plan from the Start > Programs menu
(W95/98/Me/NT/2000/XP).

    or

b) Load Excel and open the EXLPLAN.XLS file within Exl-Plan's 
EX* subdirectory or folder at the location specified by the 
user during the initial installation of Exl-Plan. 
 
Loading Exl-Plan for the first time takes a few minutes while
it goes through its setup routines - resetting its toolbar,
making backups etc. On subsequent occasions, it loads much
more quickly.
                                                       
	Loading & Running Problems & Solutions
	=============================
                                                    
	For guidance on resolving problems, refer to the 
	accompanying README.DOC file at the section about
	Installing & Running Exl-Plan. This file is 
	accessable once Exl-Plan has been installed 
	by running the accompanying EXLPLAN.EXE file. 


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7. Your Master Copy of Exl-Plan
========================
If Exl-Plan was secured as shareware and subsequently upgraded
remotely via Invest-Tech, the upgraded Exl-Plan workbook file
(usually EXLPLAN.XLS) should be kept safe and intact as the 
primary master version of Exl-Plan.

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8. Operational Hints & Tips
====================
Refer to the README.DOC file which is accessible once Exl-Plan
has been installed. Also, see the Frequently Asked Questions
page at <www.planware.org/exlfaq.htm>.

#############################################

9. Uninstalling Exl-Plan
==================
See the INSTALL.LOG in the EX*** sub-directory or folder for
further installation details.

1. Press Start and then select Settings, Control Panel,
Add/Remove Programs.
2. Scroll down to Exl-Plan, press Add/Remove and follow
on-screen instructions.

#############################################

10. Accessing Help
==============
Exl-Plan's very extensive online help system replicates the
contents of its optional 115/125-page bound manual. It
contains over 130 different topics with extensive linking and
indexing.

Online help can be run directly from outside Excel via Start > Programs
> Exl-Plan Help (W95/98/Me/NT/2000/XP).

In addition, it can be accessed by clicking the Help Contents
button on Exl-Plan's FRONT worksheet or by selecting the
Help-Contents option from the *Exl-Plan Help menu.

To supplement the online help, Exl-Plan is supplied with a full 
manual (in PDF format) which can be printed by users. It also
includes four Flash-based tutorials dealing with setting up 
Excel, the basics of Exl-Plan, getting started and using Quik-Plan. 

All the foregoing items are accessible via Start > Programs > 
Exl-Plan or from the EXL* folder where Exl-Plan was installed.

#############################################

11. Revision History
===============

1.0 - Pre-release versions of Exl-Plan Pro (UK/I and US/C 
editions)  for Excel 5, 7, 8, 95, 97, 2000 for Windows 3.1, 
95/98/NT/2000.

1.1 - First definitive releases of Exl-Plan Micro, Lite & Pro 
(UK/I and US/C editions)  for Excel 5, 7, 8, 95, 97, 2000 for
Windows 3.1, 95/98/NT/2000.

1.2 - New releases of Exl-Plan Micro, Lite & Pro (UK/I and US/C 
editions)  for Excel 5, 7, 8, 95, 97, 2000 for Windows 3.1, 
95/98/NT/2000. Features/changes include error trapping for lost 
toolbar; modifications to specific formulae to accommodate very
unusual combinations of assumptions; and some cosmetic changes.

2.0 - Update of Exl-Plan range to include completely new 
Free and Super versions as well as updates to existing Micro, 
Lite and Pro versions and their respective help systems to 
include additional facilities and features including bundling 
of Free-Plan.

2.1 - New release of Exl-Plan Super Plus, Ultra & Ultra Plus
(UK/I and US/C editions) for Excel 5, 7, 8, 95, 97, 2000 for 
Windows 3.1, 95/98/Me/NT/2000. Minor changes and improvements to 
entire range. 

2.5 - Many changes and improvements to entire range. 

2.6 – Addition of Quik-Start and lots of small changes especially to
improve interaction between Exl-Plan’s workbook and other 
open workbooks.


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13. Contact Details
==============
Contact details for the author of Exl-Plan are as follows:

	PlanWare	
	Invest-Tech Limited
	27 Ardmeen Park
	Blackrock
	Co Dublin
	Ireland

	Tel: + 353-1-283 4083
	Fax: + 353-1-278 2391
	(Replace + by international access code)

	E-mail: <info@planware.org>

	Web: <www.planware.org>

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End of Readme


