The Financial Planning Excel Workbook
Originally published: 14/03/2019 15:54
Last version published: 18/03/2019 10:23
Publication number: ELQ-84768-2
View all versions & Certificate

The Financial Planning Excel Workbook

A simple yet powerful tool to jumpstart your financial planning.

A good first few steps at being good at managing your personal finances is knowing where your money goes, setting a budget, and creating financial goals.

This straightforward and easy to use financial planning workbook will help you get started with being the master of your own money, instead of the other way around.

It contains 6 worksheets that will help you track your cash flows, compute for your net worth, and know how much to save and invest monthly to meet various financial goals such as education of your children, retirement, or any other financial goal you may have.

While this tool may be pretty straight-forward and may take a few minutes to accomplish, it requires a lot of thinking since you have to recall a lot of things such as your spending habits as well as knowing how much your financial goals cost. However, once you have all this information, you'll be able to see the bigger picture and plan what you need to do and how much you have to set aside and invest in order to achieve these goals.

Make sure to track your progress and update the workbook regularly to see where you stand versus your goal and recalibrate your strategy as needed.

Hope you find this tool useful! Enjoy!

This Best Practice includes
1 Microsoft Excel with 6 worksheets from budgeting to financial planning

Acquire nonprofit license for $20.00

Add to cart

Add to bookmarks


Further information

This aims to jumpstart your financial planning and help you organize your finances better.

Works best for people looking to improve their financial situation and do financial planning

4.7 / 5 (3 votes)

please wait...