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English
$
USD
I will provide you with a personal budget and forecast model
About this Gig
I will send you a Personal Budget and Forecast Model file template which I have created myself. The file is extremely user friendly and will give you clear instructions on how to update your personal finance income and expenses.
That's all you need to do! My file will use your information to build your very own budget and cash flow forecast so that you have a clear picture of your personal finances, which will make it easier for you to budget and plan for the future. My file will visualise your information by creating charts and graphs for your monthly income, expenses and yearly cash flow forecast.
For additional services, I can also offer guidance and tips on how to budget better and 'control your finances', as well as a 'health check' of your current investment portfolio.
FAQ
How will I receive the file?
I will send you the file to your chosen email address
Is the file a Microsoft Excel file?
Yes, please make sure you can open and update a Microsoft Excel file on your desktop or device
How do I get my Investment Portfolio 'health check'
There is a sheet in the file where you can add your investment portfolio data. Send this file back to me and I will do the 'health check' for you
How do I get guidance and tips on how to budget better?
Once you complete the file, send it back to me and I will provide you with my guidance and tips
