How can I insert reports and charts from Cashflow Plan into a financial report or plan being prepared with Word?
You can copy and paste any reports or charts from Cashflow Plan into a Word document by creating links. As a result, any changes to assumptions in Cashflow Plan will be automatically reflected in the report or chart inserted into the business plan. You will need to watch out for unlinked values which you quote as text in Word and which are not automatically updated. The only drawback is that you will break the links as a result of changing the Cashflow Plan file name when creating incremental backup files of your Cashflow Plan model. (Note: This approach is recommended as a safeguard in the event of errors creeping into the Cashflow Plan model.
