Budget & Wealth Calculation Template
From the Playbooks for Life Series by Avolv
FREE Template
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Do you know where your money is going every month, and what you're actually worth? This Budget & Wealth Calculation Template is a simulator you can plug your own numbers into to gauge your financial position, habits, and progress over time, including...
(1) Wealth Dashboard: A snapshot of your budget charts and wealth calculations in one view
(2) Monthly Budget Plan: Income, Investments, Savings, Needs & Wants with an Ideal Performance Simulator (Actual vs. Goal)
(3) Survival Budget: A plan for seasons of life when Needs take priority
(4) Net Worth Calculator: Log all assets and liabilities, plus a time log to track your net worth over time
(5) Credit Score Tracker: Track FICO and VantageScore snapshots with conditional formatting to spot areas for improvement
What's Included:
- Budget & Wealth Calculation Template (Excel)
- Completed Example File (for Reference)
The Result: A clean, clear, customizable record of your financial progress, so you can understand your trends today and plan confidently for the future.
Pro Tip: Save a local copy and build a rhythm: update your Wealth Calculations 2x a year, your Budget 1x a quarter, and your Credit Tracker 3x a year.
Perfect For:
- Students (High School, College, Higher Education Programs)
- New Graduates & Working Professionals
- Parents with Rising Adults
- Homeschool Parents & Educators
- Teachers (High School, Higher Education, After School Programs)
- School Administrators
- School Counselors
- Organization Administrators (HR Leaders, Benefits Coordinators, Educational Program Leaders, Nonprofit Administrators)
- Chief Home Officers (If you run your household - bet you didn't know you had such a powerful title!)
