Personal & Business Finance Bundle: Worksheets + Workbooks

Personal & Business Finance Bundle: Worksheets + Workbooks

24.00

Grab these Clever Girl personal and business finance bundles to take charge of your personal & business finances!

What you get:

  • The Personal Finance and Business Finance Excel Workbooks including all worksheets

  • Pages Workbooks including all worksheets (for MAC users)

  • Printable PDF versions of all worksheets


Immediate delivery. You have 24 hours to download this file after purchase.

PURCHASE

THE CLEVER GIRL PERSONAL AND BUSINESS FINANCE BUNDLE: WORKSHEETS + EXCEL / PAGES WORKBOOK

 
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Clever Girl Finance Business Worksheets
 

PERSONAL FINANCE WORKSHEETS INCLUDED IN THIS BUNDLE:

  1. My current financial snapshot: To help you determine where you currently stand financially a.k.a Your financial “big picture”
     
  2. My core money values: To help you determine what matters the most in your life and where you should really be spending your money
     
  3. My debt prioritization: To help you prioritize your debts, select a payoff method and determine what debt to pay off first
     
  4. My budget: Your monthly spending plan to help you keep track of your income and expenses. The goal here is to spend less than you earn, pay debt and save more
     
  5. My net worth tracker: To help you track your net worth as you work on improving your finances
     
  6. My insurance coverage: To help you track what insurance coverage you have and which ones you should consider
     
  7. My accountability partners: Identify people that will keep you motivated and help you stay on track with your money goals

BUSINESS FINANCE WORKSHEETS INCLUDED IN THIS BUNDLE:

  1. My Business Goals: Like with your personal life, it's very important that you set goals for your business. This worksheet helps you clearly outline your business goals. Keep them visible as a reminder of what you need to get done.
     

  2. My Monthly Operating Expenses:Your operating expenses are the expenses that are incurred to keep your business running – both fixed (the same every month) and variable (change from month to month). This worksheet will help you track what expenses will be coming your way every month so you can plan for them. This worksheet can also be used to lay out your startup costs.
     

  3. My Monthly Business Budget: This worksheet will help you will estimate your business expenses and income for the year. In other words this is your money plan for your business. Having a business budget is essential to managing your business finances successfully. Plan to create your budget for several months in advance.
     

  4. My Breakeven Analysis: This worksheet will help you determine how much you need to sell to cover your expenses (both fixed and variable) in order to breakeven and become profitable. There are many ways to calculate breakeven and this worksheet uses a simple formula.

 Tip: Start by writing things out on paper first and then move to spreadsheets later.


IMPORTANT NOTES FOR EXCEL / PAGES:

  • Do not delete formulas
  • If you need to add more rows remember to update the formulas to include the new rows


FAQS

1. What type of files do you get?

For each bundle, you will get a set of instructions. printable worksheets,  the Excel workbooks with all the worksheets and the Pages workbook with all the worksheets if you are a MAC user.


2. Can I return this?

No. Your purchase is a digital download that is available immediately, as a result, is not refundable.


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