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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 who love spreadsheets!
From analyzing your cash flow, creating 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 (V6) includes updates to the tax law changes effective for 2026 under the OBBBA (One Big Beautiful Bill Act) that passed in July 2025.
Enter information from your 2025 Federal income tax return and receive a narrative that explains your taxable income, deductions and credits.
A master budget category list that incorporates income, expenses, and investing categories with a tax-based focus.
Break out financial planning tasks into months so that you can create your entire financial plan over a series of 12 months.
Document and track progress toward your financial goals, broken out between short-, mid-, and long-term periods.
