myPlan Support

We read every message.

Email support.myplan@zetran.com and tell us what you were doing, which business you were in, and what you expected to see. Screenshots help. We aim to reply within two working days.

Common questions

Is myPlan free?

Yes. There are no plans, subscriptions or in-app purchases.

How do I connect QuickBooks or Xero?

Open Settings, choose Connect, and sign in to QuickBooks Online or Xero. myPlan only reads your data and cannot change anything in your books. You can disconnect at any time, in myPlan or from within Intuit or Xero.

I do not use QuickBooks or Xero.

Import an Excel or CSV file of your invoices, bills and bank transactions instead.

My forecast looks wrong.

The forecast is built from the invoices, bills and payment history in your books, so check that they are up to date and that your bank balance is correct. Forecasts are labelled beta while we measure their accuracy. Tell us what looks off and we will look at it.

Why did Ask myPlan not answer?

Every figure in an answer is checked against your books. If it cannot be verified, we show nothing rather than a wrong number. Try rephrasing, or check the Forecast tab.

How do I delete my data?

In Settings, choose "Delete this business" to remove a business and all its data, then "Delete my account" to remove your sign-in. You can also export your data first.