MyFinancePlans User Guide

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MyFinancePlans User Guide

The MyFinancePlans User Guide is free and covers all editions of the MyFinancePlans personal finance spreadsheet templates.

The User Guide covers:

  • Why you need a personal financial plan.
  • What are MyFinancePlans templates.
  • What MyFinancePlans can do for you.
  • What is included and how it works.
  • What are the features of each edition.
  • How to choose the right edition.
  • What you need to get started.
  • Steps for completing your Annual Plan.
  • Steps for completing your Lifelong Plan.
  • See your income, expense and cash flow.
  • See your assets, liabilities and net worth.
  • Understand indexing and present worth.
  • Making your plans realistic and achievable.

Girl and Piggy Bank