Personal Finance Spreadsheet Bundle (YNAB-Based)
Note: this spreadsheet is the same as the "Personal Finance Spreadsheet Bundle" workbook, except that it includes additional sheets and formulas that facilitate being able to import your categories and accounts from YNAB. This requires an active paid subscription to YNAB.
Completely manage the entire "accumulation phase" of your financial life with this integrated personal finance workbook. Everything you need to manage your cash flow, make a get-out-of-debt plan, estimate your federal & state taxes, determine your insurance needs and even track your investments is in this workbook!
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.
This workbook contains:
Personal Finance Essentials
Debt & Credit Management
Federal & State Income Taxes
Saving & Investing Workbook
Be sure to select whether you want the 2018 or 2019 Tax Year at checkout.
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!).