Create a Financial Plan

How to Create a Financial Plan

The “I Imagine” app features a business plan page where users can create a financial plan from scratch by using “I Imagine” financial plan template. It can be downloaded for free. The feature is easy to use.

Alternatively, users can upload their own financial plan, though it has to be in Microsoft Excel file version.

Here is a tutorial on how you can use the financial plan template available on the website or upload a final version you already made.

How to Create a Financial Plan Using a Template

  1. Login to your “I Imagine” account. You will be brought to your “I Imagine” account home page.

  2. On your home page, go to Business Plans. You will be brought to the Business Plans page.

  3. On the Business Plans page, click the Create New button.

  4. Enter the necessary information from Steps 1 to 9.

  5. On Step 10, you will provide the required financial plan. To create one, use the “I Imagine” Financial Plan template. Click the Download button.

  6. The template will be automatically downloaded. Open the downloaded file.

  7. Enter the necessary information.

  8. Save the updated financial plan and return to the “I Imagine” app.

  9. Click the Upload button. Choose the updated financial plan and click Open. Your edited financial plan will now be uploaded into the “I Imagine” app as part of your business plan.

  10. To complete your business plan, click the Done button.

How to Upload a Financial Plan

Alternatively, you can upload you own financial plan.

  1. On your home page, go to Business Plans.

  2. On the Business Plans page, click the Create New button.

  3. Enter the necessary information from Steps 1 to 9.

  4. On Step 10, you will provide the required financial plan. Click the Upload button. Your financial plan will now be uploaded into the “I Imagine” app as part of your business plan.

  5. To complete your business plan, click the Done button.