Lite Personal Financial Plan Template
The MyFinancePlans Lite Edition personal finance spreadsheet template provides the most commonly needed features balanced against ease of use. It is suitable for most people and for most personal finance situations.
The Lite Edition includes a 7 page Annual Plan, a 6 page Lifelong Plan, and the User Guide.
To compare edition features click on the Compare Plans tab above.
The MyFinancePlans Lite Edition personal finance spreadsheet template includes the most needed features and is easy to use. It is suitable for most people and for most personal finance situations. It provides more features and flexibility than the basic edition, including better income and expense handling, handling of CPI (inflation), present worth of future amounts, and easy adjustment of income/expense indexing and savings/investment returns.
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.
The Annual Plan is an easy to use 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.
The Lifelong Plan is an easy to use 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.
In the Lite Edition the Annual Plan is 7 pages long and the Lifelong Plan is 6 pages long with more features than the Basic edition and less than 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 purchase is:
- MyFinancePlans Lite Edition - a 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?
Obtain your copy of the Lite Edition by clicking on the Add To Cart button and checking out. Payment will be made through PayPal to ensure security. You may use a credit card or other payment method. A PayPal account is not required if you don't have/want one. Immediately following your order an email message will be sent to you with a download link in it. 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.
- Easy versus Detailed
- Balance of Ease of Use versus Detail
- Best Suited For
- Couples and Families
- Pages in Annual Plan
- Pages in Lifelong Plan
- User Guide