Manage your entire financial life with this comprehensive personal finance workbook. Everything you need to DIY and organize your own complete financial plan for those that love spreadsheets!
From analyzing your cash flow, making a get-out-of-debt plan, estimating your federal & state taxes (!), determining your insurance needs and even tracking investments and progress to retirement, it’s all here! And, it’s integrated together to make the input as efficient and seamless as possible.
This version (V5) now includes retirement withdrawal strategies and enhanced tax calculation to include K-1 and other passive investments.