Training and documentation

Learn to build financial models with FinModeler

Our growing library of learning resources will introduce you to the core capabilities of the FinModeler app and help you manage the financial models designed with it.

Tutorial: how to get started with FinModeler

Watch these videos to see the basic steps to go through when building your first financial model from your business idea.

Part 1: business plan wizard

Setting up your user profile, using the business plan wizard, defining the offer, high-level financial parameters, using the simple assumptions mode, configuring the Excel file output settings.

Part 2: Excel financial model

Reviewing the Excel workbook generated from part 1, reviewing inputs page, using scenario selector, financial statements overview, Monte Carlo simulation, charts and visualizations.

Documentation

Learn to use the extensive feature set of FinModeler from these documentation articles that take you through the different options. Get an explanation of the concepts used and how the app helps you manage your financial model as your business plan evolves. Get started from chapter 1.

Tips and insights

Read the FinModeler team blog to learn from our experts.

Didn’t find the answer to your question?

We’re happy to help you get the most out of your FinModeler subscription. Whether you’re unsure how to use the app or are facing a technical issue, please do reach out to use through our support form!