Financial Overview & Planning (Public)
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INSTRUCTIONS
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This is spreadsheet meant to help figure out income and expenses, which then feeds into monthly cash flow and retirement calculations, as well as target amounts to save and how to (roughly) allocate assets.
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The main output is a set of actions to be able to take (e.g., amount to save per month, how much money to move into each account type).
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To use, start filling out the inputs (yellow boxes) below, preferably in order. Later tabs will be relying on the numbers and calculations in previous tabs.
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Instructions
Income
Investments
Expenses
Cash Flow
FI
Capital Allocation