MyFinancePlans User Guide

MyFinancePlans User Guide

Click on the User Guide to download

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