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PlanMagic
What PlanMagic is
PlanMagic Business packages business-plan materials with financial projections for starting, expanding, or monitoring a business. The package includes Microsoft Word, Excel, and PowerPoint files: a business-plan template, an Excel projection workbook, and a presentation template. Buyers receive a generic products, services, or manufacturer template plus one additional business-plan template of choice; more templates can be purchased. Forecasts cover monthly and quarterly periods for three years and annual periods for five years. The workbook adds validation checks, more than 40 charts, break-even analysis, and projected balance sheets. Financials support any currency and calculate US sales tax, VAT, GST, or similar taxes. The Advanced Edition extends forecasts up to 10 years and adds pitch decks, dashboard, scenarios, analyses, and a web marketing guide. PlanMagic runs on Windows with Microsoft Office requirements. Business costs $49, paid once; Advanced costs $149, paid once.
Who it suits
It suits people preparing, expanding, or monitoring a business who use Microsoft Word, Excel, and PowerPoint. The Advanced Edition is for users needing longer forecasts and added planning materials.
What it does well
- Includes Word, Excel, and PowerPoint templates
- Provides three- and five-year forecasts
- Supports any currency
- Offers validation checks and 40-plus charts
- Includes scenario planning in Advanced Edition
What to know first
- Windows platform
- Requires compatible Microsoft Office
- No free plan
- Some financial models lack free trials
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| PlanMagic Business Advanced Edition | lifetime license · MS Windows 7/8/10/11 32/64-bit · MS Office 2010–2023+/365 · forecasts up to 10 years | $149, paid once |
| PlanMagic Business | lifetime license · MS Windows 7/8/10/11 32/64-bit · MS Office 2010–2023+/365 · one business-specific template plus generic template | $49, paid once |
As planmagic.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
PlanMagic combines editable business-plan documents with a financial workbook and presentation template. Its lifetime licenses have stated one-time prices, while the 10-day trial applies only to selected financial models.
Facts from PlanMagic's own pages
- Advanced Edition
- The Advanced Edition includes two investor pitch decks, an executive dashboard, advanced analyses and scenarios, and a web marketing guide. · planmagic.com, 9 Oct 2026
- 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. · planmagic.com, 9 Oct 2026
- File compatibility
- PlanMagic’s financial model is an Excel workbook, and the business plan and presentation templates use Word and PowerPoint formats. · planmagic.com, 9 Oct 2026
- 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. · planmagic.com, 9 Oct 2026
- Financial tools
- The financial workbook includes validation checks, more than 40 charts, break-even analysis, and projected balance sheets. · planmagic.com, 9 Oct 2026
- Founded
- 1995 · planmagic.com, 28 Sept 2026
- 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. · planmagic.com, 9 Oct 2026
- Included files
- The package includes an MS Word business plan template, an MS Excel financial projection application, and an MS PowerPoint presentation template. · planmagic.com, 9 Oct 2026
- Integrations
- The opened product pages describe use with Microsoft Word, Excel, and PowerPoint and do not name other software integrations. · planmagic.com, 9 Oct 2026
- 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. · planmagic.com, 9 Oct 2026
- Purpose
- PlanMagic Business packages business plan materials with financial projections for starting, expanding, or monitoring a business. · planmagic.com, 9 Oct 2026
- Security and privacy
- The registration page says customer data will remain confidential and private and links to a Privacy Policy. · planmagic.com, 9 Oct 2026
- Support and updates
- PlanMagic states that software licenses include free technical support and free updates for one year. · planmagic.com, 9 Oct 2026
- 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. · planmagic.com, 9 Oct 2026
Where PlanMagic stands on Freedom251
- Business Plan Software#32 of 39