No. 34 of 39 ·Business Plan Software

PlanMagic

Name: PlanMagic
Price: 49 USD

Windows

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Freedom report

No signalScore 4.8

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedThinly documented

PlanMagic is ranked #34 of 39 in business plan software on Freedom251. It runs on Windows. There is no free plan.

PlanMagic plans and pricing

All plans

PlanMagic Business $49 once lifetime license MS Windows 7/8/10/11 32/64-bit · MS Office 2010–2023+/365 · one business-specific template plus generic template planmagic.com · 9 Oct 2026

PlanMagic Business Advanced Edition $149 once lifetime license MS Windows 7/8/10/11 32/64-bit · MS Office 2010–2023+/365 · forecasts up to 10 years planmagic.com · 9 Oct 2026

Compared on business plan software

Free plan: No
Financial projections: Yes
Section guidance: Yes
Template library: Yes
Scenario planning: Yes
Platform support: Windows

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The record

Purpose: PlanMagic Business packages business plan materials with financial projections for starting, expanding, or monitoring a business.
Included files: The package includes an MS Word business plan template, an MS Excel financial projection application, and an MS PowerPoint presentation template.
Templates: It includes a generic products/services/manufacturer template and one additional business plan template of the buyer’s choice; additional templates can be purchased.
Financial forecasts: Forecasts include monthly and quarterly projections for 3 years and annual projections for 5 years, with up to 10 years in the Advanced Edition.
Financial tools: The financial workbook includes validation checks, more than 40 charts, break-even analysis, and projected balance sheets.
Currency and tax: The financials support any currency and calculate US sales tax, VAT, GST, or similar; the Advanced Edition adds an exchange-rate multiplier.
Advanced Edition: The Advanced Edition includes two investor pitch decks, an executive dashboard, advanced analyses and scenarios, and a web marketing guide.
File compatibility: PlanMagic’s financial model is an Excel workbook, and the business plan and presentation templates use Word and PowerPoint formats.
Integrations: The opened product pages describe use with Microsoft Word, Excel, and PowerPoint and do not name other software integrations.
Minimum requirements: The product page lists Windows 7/8/10/11 in 32- or 64-bit and MS Office 32/64-bit 2013/2016/365/2019 or later as minimum requirements.
Support and updates: PlanMagic states that software licenses include free technical support and free updates for one year.
Security and privacy: The registration page says customer data will remain confidential and private and links to a Privacy Policy.
Free trial: PlanMagic offers a free 10-day trial for selected financial models; the trial page says other financial models are not available as free trials.
Founded: 1995

Where it ranks on Freedom251

Best Business Plan Software in 2026#34 of 39

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Sources

planmagic.com/business-plan/business-plan.html· checked 9 Oct 2026
planmagic.com/register.html· checked 9 Oct 2026
planmagic.com/financial-models/trial/· checked 9 Oct 2026