T oday I thought I’d share a few of my spreadsheets to help you stay on top of your finances. They’re oldies but goodies. These sheets will hopefully add to your overall financial organization efforts. I’ve provided a brief explanation about each one and links to download the sheets (no email address required!). 1. Personal Financial Statement Template First up is my all-in-one, dashboard-style spreadsheet called the personal financial statement template. This sheet puts all your personal financial information in one simple, printable spreadsheet. Here’s what’s included: Personal Balance Sheet : This is simply a listing of all your assets and liabilities. It totals up to give you your net worth. Personal Income Statement : This includes your income and all your recurring expenses. While this isn’t a full-blown budget, it will help you visualize what you “have to” pay each month. Financial Goals : It’s important to keep your financial goals in mind when viewing net worth and
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