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Choose this full-suite budgeting spreadsheet package to save hours of manual calculations to see your budget, financial wellness indicators and even some retirement estimating.
Easy-to-use, color-coded data input cells make it a snap to enter your data. Financial wellness indicators such as Emergency Fund are coded Green/Red to give you a quick status of “good/bad.” Beautiful graphs and charts will give you an ‘easy read’ on where all your money is and where it’s going. See SAMPLE screen shots of the various budgeting worksheets below…
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Working Adult Budgeting Program Highlights
- NEW! Financial Wellness Indicators (View SAMPLE)
- Financial Wellness indicators for Emergency Fund, Debt-to-Income Ratio, and Retirement Savings enable you to see clearly how your are currently performing!
- Retirement Calculator that helps you plan for your future years!
- NEW! Indexed Navigator (View SAMPLE)
- Navigate easier between the financial worksheets with our new INDEX tab
- Improved Motivators and Goals (View SAMPLE)
- Assign savings accounts to your goals; Separate priorities between Needs and Wants; Separate goals for Retirement Savings and Emergency Fund;
- New bar graph shows your progress toward your goals!
- Plus all the great functions from V2.0, such as:
- Cash Flow Analysis (View SAMPLE) Check your spending by category and compare to the U.S. averages!
- Paycheck Allocator – The coolest feature! As you allocate your paycheck to the budget categories, a red indicator will inform you if you’ve exceeded your paycheck amount OR if you are over/under for each of the budget categories. You can make the adjustment right on the screen!
- Savings Allocator Under budget? Now you can allocate left over money toward your goals!
- Virtual Envelopes Now easier to use than ever, our unique Virtual Envelopes allow you experiment on the computer screen BEFORE you set up accounts at your bank
- Debt Pay-off function YOU decide which debt to pay-off first!
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“Working Adult” Financial Wellness Program
Order now $30.00
Order all 5 Programs
“Family Financial Solution Series” includes:
- Working Adult
- College Student
- Working Teen
- Kids Reward Program (age 8+)
- “Mommy Cash” (age 3-7)
All 5 for only $47.00
PLUS BONUS Financial Apps
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