IMPORTANT NOTE: You are buying a non-refundable digital product.

This product is a Microsoft Excel template that has formulas and charts which automatically populate.

If you are unsure, please download the FREE SAMPLE VERSION first. Thank you!

Achieve your financial goals

• Overview of your financial health
• Track where your money goes
• Identify financial leaks
• See your assets grow
• Drill down on your expenses
• Reduce your debt

And so much more!

A quick glance at your financial health

The overview section immediately tells you how healthy you are financially. It has a snapshot of your:

• Net Worth
• Cash Available
• Remaining Debt
• Percentage of Debt Paid Off
• Your Total Assets
• Your Total Liabilities
• Your current emergency fund’s financial value against the goal
• Your current retirement fund’s financial value against the goal

Are you spending more than what you are earning?

Find out how much money you spend annually to keep your spending habits in check.

• Have visibility on your annual expenses to determine if you are keeping your expenses lower than the previous years.
• Track the amount of money you earn and how much you spend monthly; this should tell you if you are spending more than you are earning.
• Drill down how much money you spend yearly on each expense category.

The goal is to spend less than what you earn, and you can only do this if you keep track of your earnings and expenses.

Which expense categories drain your pockets?

Understanding what expense type eats the most of your money allows you to take control. This section:

• Tells you what expense categories you spend the most money on.
• Allows you to break down your expenses into three category levels.
• Makes it possible to see how you spent your money per year, per month, per category, and per person who earned the money.

Track your existing assets and liabilities

How much do you own in investments, cash, and properties? More importantly, how much do you owe?  

• Track and break down your assets
• Determine how much money you owe and for what
• Have a glimpse of how much money you must set aside per month for your liabilities

Take control of your finances now!

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