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The budget workbook I wish I'd had years ago. Plan and track your income, bills, savings, investments, debt and mortgage or rent in one place, with a personal tip on every tab so you always know what to do next.
Made for everyone, not just traders.
What's inside:
Overview dashboard with planned vs. actual, key numbers and a monthly Top Tip
Income and expenses by category, so you see exactly where you overspent
Savings and investing goals, plus how many months your emergency fund covers
Debt payoff planner with avalanche and snowball order and what $50 extra a month saves
Mortgage and rent: what 1 extra payment a year saves, or rent paid so far and a down payment plan
Net worth and charts that update on their own
Smart tips on every tab based on your own numbers
Locked formulas so nothing breaks, plus a Start Here guide
What you get: an instant digital download with the Microsoft Excel workbook (.xlsx) and a Start Here guide (PDF). Works in Excel for Windows, Mac or free Excel for the web.
Created by Djenane Valbrun, MSF, founder of Trading Financial Freedom. For budgeting and educational use; not financial advice.
The budget workbook I wish I'd had years ago. Plan and track your income, bills, savings, investments, debt and mortgage or rent in one place, with a personal tip on every tab so you always know what to do next.
Made for everyone, not just traders.
What's inside:
Overview dashboard with planned vs. actual, key numbers and a monthly Top Tip
Income and expenses by category, so you see exactly where you overspent
Savings and investing goals, plus how many months your emergency fund covers
Debt payoff planner with avalanche and snowball order and what $50 extra a month saves
Mortgage and rent: what 1 extra payment a year saves, or rent paid so far and a down payment plan
Net worth and charts that update on their own
Smart tips on every tab based on your own numbers
Locked formulas so nothing breaks, plus a Start Here guide
What you get: an instant digital download with the Microsoft Excel workbook (.xlsx) and a Start Here guide (PDF). Works in Excel for Windows, Mac or free Excel for the web.
Created by Djenane Valbrun, MSF, founder of Trading Financial Freedom. For budgeting and educational use; not financial advice.