Description
Manage your entire financial life with this comprehensive personal finance workbook. Everything you need to complete your own financial plan for those who love spreadsheets! The best part: it can be used for multiple years with no annual subscription fees.
From managing your cash flow, making a get-out-of-debt plan, estimating your federal & state taxes, tracking your investments, and determining your retirement “enough” number – it’s all here! And, it’s all integrated together to make the input as efficient as possible.
This workbook contains the following modules:
- Financial Goals
- Personal Finance Essentials (Cash Flow/Net Worth)
- Debt & Credit Management
- Federal & State Income Taxes
- Insurance Planning
- Saving & Investing
- Retirement Planning
- College Planning
- 10-Year Projections
- Estate Planning
You can see more details about this workbook (including a 15-minute video showing how everything ties together) here and more details about the Bundle, including screenshots here. Plus, check out the tutorials page to see any of the modules in more depth. This version has been updated for the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025.
This purchase includes both Excel (instant download) and Google Sheets (allow 24-48 hours after requesting access).
This workbook is for personal use only. This workbook is fully unlocked and able to be customized to your specific financial planning needs.
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