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description=Get started with LivePlan using our New User Guide. Learn how to write your business plan, understand your numbers, share your ideas, and manage your account with step-by-step help.;

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liveplan help center guides tutorials professional support searching no articles found new user guide the liveplan help center how can we help searching no articles found help center topics liveplan basics liveplan basics write about your business the numbers sharing your ideas advisors mentors liveplan basics write about your business the numbers sharing your ideas advisors mentors quick answers browse concise articles with quick solutions to common liveplan issues covering setup features and troubleshooting managing your account learn how to manage your account update billing and subscription info change login details or reactivate your liveplan subscription creating and managing companies learn how to add new companies rename or switch between them and manage multiple plans in one liveplan account writing your business plan learn how to draft edit and refine a professional business plan that supports funding strategy and business growth refining your idea use the idea canvas to summarize and refine your business idea share it with investors partners or team members performance tracking dashboard and industry data learn how to track performance in the dashboard and compare results with industry benchmarks using liveplan s industry data forecasting financing taxes advanced topics go beyond basics by forecasting loans investments taxes and advanced assumptions that give a more complete financial picture forecasting revenue expenses direct costs personnel build a complete forecast by adding revenue streams direct costs operating expenses and personnel details forecasting setup and management explore tools for creating and managing your forecast from setup and assumptions to adjusting details as your business grows downloading printing learn how to download or print your plan pitch or financials in professional formats to share with investors lenders or team members collaborating with others invite team members advisors or partners to view or edit your plan manage roles permissions and sharing to collaborate effectively in liveplan advisors and consultants use liveplan to collaborate with clients review plans and share insights learn tools for scaling advisory services efficiently educators and students explore resources for instructors and students including classroom tools assignments and guidance for using liveplan in education not sure where to start new user guide our new user guide is the perfect place to get started with all of the information and step by step instructions you ll need need professional help have a liveplan professional write your plan build your forecast and more can t find your answer get in touch submit a support request tools to plan fund grow your business product interactive tour updates system status help center security company contact us careers history culture how we re different privacy terms of service resources faq getting started plan writing services live webinars affiliates program 2026 palo alto software all rights reserved privacy legal