Personal Finance Essentials

  • $25.00


This spreadsheet will change the way you view your finances. Use it with your favorite budgeting software program (YNAB, Tiller or more!) or even on its own to track your expenses 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

This workbook is completely and easily customizable, including all budget and net worth categories. All formulas, cells, rows, columns, etc. are viewable and editable.

This is included in the Personal Finance Bundle workbook that links the cash flow in this spreadsheet to help you estimate your income taxes, calculate your life insurance and retirement needs and more! Check that bundle out here.