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Worksheets

Cash Flow Worksheets

These excel based spreadsheets clearly and easily allow you to track your money in and money out activities.

They help you see:

  • Where you have been…by looking back at past income and costs
  • Where you are headed…by projecting ahead to future income and expenses
  • How you are doing right now on a monthly and annual basis
  • A clear picture of your cash flow behaviours and their outcomes
Title:
Cash Flow Worksheet - Individual
$9.99
Title:
Cash Flow Worksheet - Joint
$9.99
Title:
Cash Flow Worksheet - Family
$9.99

Net Worth Worksheets

These excel based spreadsheets clearly and easily allow you to see how much money you own and how much you owe for an overall picture of your net worth.

An asset is what you own and a liability is what you owe.

A net worth statement is a measurement of your financial situation while alive.

It will help you see:

  • How your cash flow behaviours affect your overall financial situation
  • The progress you are making at gaining assets and reducing debt
  • A clear picture of your financial health
Title:
Net Worth Worksheet - Individual
$9.99
Title:
Net Worth Worksheet - Joint/Family
$9.99

Tracy Theemes Quote

"Our financial situation is not about the numbers, but the contexts and stories we live in and with."

Tracy Theemes