Archive for the Budget Category

Wedding RSVP Tracker Template

Wedding RSVP Dashboard

This is a Free Excel Wedding RSVP Tracker. It’s free, but powerful. Included in the RSVP tracker is a dashboard, so you can quickly see how many people are coming, who they’re associated with, gifts received, thank you cards sent, summary cost information and more. When you

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Save Money Wedding Budget Template

Wedding Budget Detailed Template

Use this free Wedding Budget Template to plan for a successful wedding. This template includes the categories and items typical for a wedding. Because people’s funds are generally limited, it’s important to set a budget. Use these 17 ideas to manage your wedding budget, to stay out

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Christmas List Template

Christmas List

If you’re looking for a Christmas List Template that allows you to keep track of your budget, this is your list. In addition to keeping track of how much you’ve spent, you can also keep track of your progress. We’ve included columns to track gifts purchased, wrapped

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Retirement Calculator

Figuring out how much you need to save for retirement can be a difficult task. Because of the uncertainties that exist it’s impossible to know exactly how much you’ll need to retire securely. However, don’t let those uncertainties deter you from proper planning. There are several things

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Excel Template Personal Budget

People who are motivated to improve their personal financial status generally keep a budget. Using a personal budget helps keep spending and saving in perspective. Goals can be formulated and progress checked. Here’s just another option for tracking your personal budget in Excel. It’s designed to be

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Proof of Cash Template

Proof of Cash Template

The proof of cash template is also known as the four-column bank reconciliation. It is a powerhouse reconciliation generally used to detect fraud and highlight errors. There are several ways to perform a proof of cash, and we’ve attempted to take as much complexity out of the

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Accounts Receivable Analysis

Accounts receivable analysis

Analyze and evaluate accounts receivable over a 5 year period with this tool. All information can be reviewed graphically over time to provide additional context. Eight key ratios are calculated off of a few inputs. These ratios include Days Sales in Trade AR, AR Turnover, and Bad

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Emergency Fund Analysis

emergency fund

How much money do you need in your emergency fund? The answer is, no one knows. There are a lot of variables to consider: how risk averse you are, number of incomes, extent to which your expenses are fixed vs. variable, amount of income earned from investments,

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College Savings Calculator

College Savings

Do you know how much you need to save for your child’s college education? Use this college savings calculator to estimate the total costs of college and the required yearly and monthly savings goals that will get you there. Of course, it’s impossible to know what the

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