Basic Personal Financial Plan Template
$10.00
No tax
The MyFinancePlans Basic Edition personal finance Excel spreadsheet template is intended for those that have a relatively simple financial situation or want a relatively easy template for starting or learning.
The Basic Edition includes a 4 page Annual Plan, a 5 page Lifelong Plan, and the User Guide.
To compare edition features click on the Compare Plans tab above.
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Description
The MyFinancePlans Basic Edition personal finance Excel spreadsheet template is intended for those that have a relatively simple financial situation or want a relatively easy template for getting started or learning.
All editions of MyFinancePlans includes an Annual Plan and a Lifelong Plan set which are linked. And there are two plan sets, one which is a a fully completed realistic example for your reference and one which is blank for your use. The plans are in English language and the currency is in dollars, but either can easily be changed as required.
- Annual Plan - an easy to use 4 page spreadsheet template that gives you a clear view of your annual income, expense, investments and cash flow, as well as your change in assets, liabilities and net worth. Summary graphs enable you to see at a glance your cash flow and net worth for the year.
- Lifelong Plan - an easy to use 5 page spreadsheet template that gives you a line per year view of your income, expense, savings, investments, cash flow, assets, liabilities and net worth. Net worth and cash flow summary graphs enable you to see your financial goals taking shape over time and to easily compare the long term impact of different financial decisions.
The Basic Edition has fewer features compared to the Lite Edition or the Full Edition. For a detailed comparison of the features of the Basic, Lite and Full editions of MyFinancePlans click on the Compare Plans tab above.
What is included?
Included in your download is:
- MyFinancePlans Basic Edition - an Excel spreadsheet file (.xlsx) which includes the Annual and Lifelong plan sets (example and blank sets),
- MyFinancePlans User Guide - a PDF document file (.pdf) which covers all editions of MyFinancePlans.
How to get the files?
Purchase your copy of the Basic Edition by clicking on the Add To Cart button on the Product page, checking out, and completing your payment. Immediately following your payment you will receive an email from MyFinancePlans with your order details and a download link. Open this email message and click on the link to download the zip file to your computer. Then find the zip file on your computer and unzip it using Windows or any Zip program to access the files within. Open the spreadsheet file with Microsoft Excel 2003 or newer, or any compatible spreadsheet program. Open the User Guide with Adobe Reader or any PDF viewer program.
MFP_Basic
Data sheet
- Product Type
- Digital Download - Excel spreadsheet file
- Easy versus Detailed
- Easy
- Best Suited For
- Learning or simple finances
- Pages in Annual Plan
- 4 - Summary, Income & Expense, Cash Flow, Net Worth
- Pages in Lifelong Plan
- 5 - Summary, Income & Expense, Savings, Net Worth, Totals
- User Guide
- Included - PDF File
The MyFinancePlans Basic Edition personal finance Excel spreadsheet template is intended for those that have a relatively simple financial situation or want a relatively easy template for starting or learning.
The Basic Edition includes a 4 page Annual Plan, a 5 page Lifelong Plan, and the User Guide.
To compare edition features click on the Compare Plans tab above.