Manage your entire financial life with this comprehensive personal finance workbook. Everything you need to complete your own financial plan for those that love spreadsheets!
From managing your cash flow, making a get-out-of-debt plan, estimating your federal & state taxes, determining your insurance needs and even tracking your investments, it’s all here! And, it’s all integrated together to make the input as efficient as possible.
This workbook contains the following main sections:
- Personal Finance Essentials (Cash Flow/Net Worth)
- Debt & Credit Management
- Federal & State Income Taxes
- Insurance Planning
- Saving & Investing Workbook
- Retirement Planning
- College Planning
- Estate Document Planning
You can see more details about this workbook (including a 15-minute video showing how everything ties together) here.
New this year: this includes both Excel (instant download) and Google Sheets (allow 24-48 hours after requesting access).
This workbook is able to be easily customized for your specific needs. All formulas, cells, rows, columns, etc. are viewable and editable. The structure of the workbook is protected to help prevent copying.