Personal Finance Essentials + Federal & State Taxes (Integrated)

Personal Finance Essentials + Federal & State Taxes (Integrated)

  • $59.00


Track your cash flow and easily estimate your taxes based on that income and expenses with this integrated personal finance spreadsheet. The following workbooks are included in this bundle:

Personal Finance Essentials

This spreadsheet will change the way you view your finances. Use it with your favorite budgeting software program (YNAB, Tiller or more!) and analyze your progress toward your financial goals. This spreadsheet focuses on:

  • analyzing your cash flow
  • determining your savings rate
  • tracking your current and historical net worth
  • calculating your emergency fund

Federal & State Income Taxes

Estimate your federal & state income taxes in order to ensure you are paying in the proper amount throughout the year with this workbook (at checkout, you'll choose between 2018 or 2019 tax years!). It even includes business income, the new QBI deduction, rental properties, determining your withholding allowances and more!

This spreadsheet focuses on:

  • calculating your federal tax liability
  • comparing 2 scenarios to analyze the impact of tax strategies
  • calculating your state tax liability based on a customizable template
  • determining the proper amount of federal withholding and allowances

Check out a preview and more details of this spreadsheet on my YouTube channel (the "Personal Finance Spreadsheets Overview" video shows a brief overview of all spreadsheets and check back later for a detailed video of each separate workbook!).

Note: this workbook assumes you are familiar with tax law. It provides a template to estimate taxes based on common situations, but may not provide all of the necessary calculations if you have a complicated tax situation (such as more than $1M in income) or very low income (such as the Earned Income Credit, etc.).

Please note that while the cells are protected in this workbook to ensure formula integrity, there is a password in the instructions tab that allows you to unprotect all sheets and customize the entire workbook as you wish.