Business Plan Software

Business Planner

Name: Business Planner
Brand: Simpleplanning.com

Excel-based planning templates and financial dashboard for small business income and expenses

By Simpleplanning.com

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TrustList summary

Business Planner is a set of Excel templates and tools for planning and tracking small business finances. It works inside spreadsheet software people already own, online or offline, so no separate application needs installing.

What Business Planner does

Profit and loss planner: monthly and annual income and spending, compared against a budget.
Financial dashboard: shows growth and trends in business results.
Simple accounting: transaction entry, quick invoices and full profit and loss statements.
Calendar planner: personalised calendars with event reminders.
Tax and mortgage tools: income tax estimates and loan calculators with amortisation schedules.
Retirement and savings planning: projections of savings and investment growth.

Clients

Small businesses wanting a simpler alternative to full accounting software.

Summary written by TrustList from the business's own published information, Oct 2026.

Gallery

2 images - click to enlarge

Categories & features

Dashboard
Business Plan Templates
Financial Templates
Investor Management
Installed - Windows

Rankings

Business Planner is ranked on 3 TrustList rankings: #4 on 1 and #5 on 2.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Business Planner has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Business plan software · 3 rankings

#4of 8
Dashboard
It is one of 2 here listing investor management and one of 6 here listing financial templates.
Its profile: “- Financial dashboard: shows growth and trends in business results.”
Of the 8 here, 7 also cover business plan templates and 7 also cover collaboration.
Behind upmetrics, ahead of Poindexter.
#5of 8
Business plan templates
It is one of 7 here listing dashboard.
Of the 8 here, 7 also cover financial templates and 7 also cover dashboard.
Behind upmetrics, ahead of Business Sorter.
#5of 7
Financial templates
It is one of 3 here listing investor management and one of 6 here listing dashboard.
Of the 7 here, 6 also cover financial projections and 5 also cover step-by-step wizard.
Behind upmetrics, ahead of Camms.Strategy.