Personal Finance Spreadsheet Templates

This Personal Finance Spreadsheet Template is designed to take you from novice to EXPERT.  You will quickly learn how to evaluate your current "financial health" and the direction you are trending. I'm certain that this template can help you move towards achieving Financial Security, growing your Net Worth, increasing your Passive Income and finally becoming Financially Independent and FREE!

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Track Your Expenses & Account Balances

Become your own CFO and learn to track your personal finances just like a business does, and start seeing incredible growth in all your important metrics.  Become an expert in managing your personal Income Statement and Balance Sheet and you are well on your way to becoming wealthy!


Make a Clear Plan to Grow Your Wealth

Now that you've got the basics of the Income Statement and the Balance Sheet, it's time to start thinking about your Personal Finance Plan. This template encourages you to spend time thinking about your own money goals ... what are you trying to achieve, by when, how and why?


Know Exactly How Your Cash Moves

Now it's time to draw out your personal Cash Map. This is a diagram shows all your sources and uses of cash, as well as your financial accounts, assets and liabilities. This helps give a comprehensive picture of exactly where all your money is, and how it moves!


Leverage Your Personal Finance Dashboard

Explore your Personal Finance Trends to see some interesting metrics, ratios and graphs which will give you an indication of your financial health and trending. Spend time reviewing and understanding these and then record your own Strengths & Improvement Opportunities in the space provided.  Keep moving forward!


Get Support with Clear Instructions

There's a special tab with detailed instructions to guide you through the process.  You'll quickly become an expert in tracking & managing your personal finances!  It's not hard to do, and you can do it starting now!!

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