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
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