Budget, 3-Month Cash Flow & Net Worth Templates Bundle SKU: 177732


Budget, 3-Month Cash Flow and Net Worth spreadsheet to give you a complete picture of your financial health.


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Budget, 3-Month Cash Flow and Net Worth spreadsheet to give you a complete picture of your financial health.

Simple Budget Template - No fuss, no muss. In one way, this is your standard budget template allowing you to input your income and expenses, projecting your bottom line. But the key to creating a budget is understanding how you have been spending your money and then adjusting accordingly. This tool will allow you to do just that! 

3-Month Cash Flow - To avoid the paycheck to paycheck trap, using a cash flow spreadsheet will allow you to estimate your bank balance over the next several weeks or months after your pay comes in and your bills go out. This spreadsheet is fully customizable. You can add additional weeks, months, income lines and expense lines. Don’t forget your savings! There is a separate section that will allow you to forecast how your savings impact your cash flow.

Net Worth Template - This simple template allows you to list out your assets and liabilities and calculate your Net Worth. It has examples of different types of assets and liabilities in case you are wondering what should be listed.