Personal Finance - Worksheet Bundle + Excel / Numbers Workbook

Personal Finance - Worksheet Bundle + Excel / Numbers Workbook

14.00

Designed to help you organize your finances and create a solid plan for your money.


What you get:

  • Excel Workbook including all worksheets

  • Numbers Workbook including all worksheets (For MAC users)

  • Printable PDF versions of all worksheets


Worksheets included in this bundle (see below for more details):

  • My current financial snapshot

  • My core money values

  • My debt prioritization

  • My budget

  • My net worth tracker

  • My insurance coverage

  • My accountability partners

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

PURCHASE

THE CLEVER GIRL PERSONAL FINANCE WORKSHEET + EXCEL / NUMBERS BUNDLE

 
Clever Girl Finance Budgeting Worksheets
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THERE ARE 7 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

 

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


IMPORTANT NOTES FOR EXCEL /NUMBERS:

  • 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?

You will get a set of instructions, 7 printable worksheets, 1 Excel workbook with all the worksheet and 1 Numbers 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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