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Archive for the ‘Money Management’ Category

Personal Financial Statement

December 6th, 2009 admin No comments

Many financial institutions will require information about your personal financial data. This spreadsheet will help you prepare a personal financial statement. Your personal financial statement should show only your personally held assets and liabilities (debts) outside the business. Do not include any business assets or liabilities.

Rating: 2.0/5 (1 vote cast)

Savings Planner

March 17th, 2009 admin No comments

This is a simple spreadsheet to calculate how much money you have to save if you plan to have some amount of money at your targeted year.

Rating: 0.0/5 (0 votes cast)

Check Register

March 17th, 2009 admin No comments

If you need spreadsheet to monitor your spending, you can use this one. By using this spreadsheet, you can:

* Monitor your spending with up to 200 user-created spending categories — all selectable from a drop-down menu, if you so choose.

* Allow up to 15 transaction types (check, ATM, ETF, etc.), all customizable. So it works great as a register for credit-card and loan accounts too!

* Take advantage of Excel’s AutoFilter (if applicable) for some heavy-duty, categorized-spending analysis! And the best part of all: You can get rid of your paper checkbook registers once and for all.

Rating: 3.5/5 (2 votes cast)

Credit Card Analyzer

February 21st, 2009 admin No comments

This spreadsheet is created to help you manage your credit card payment. It will show you number of months you need to pay off your credit card with minimum payment, or it will show you amount of payment needed each month if you plan to pay off your credit card within your month period plan.

Rating: 0.0/5 (0 votes cast)

Home Mortgage Refinance Calculator

February 21st, 2009 admin No comments

This spreadsheet will show you whether refinancing your mortgage will save you money. The right refinancing package can save you thousands of dollars in interest. As much money as refinancing can save you, though, there’s an even faster way to pay off your mortgage, while adding massive equity to your home.

Many experts recommend checking out the option of refinancing if interest rates are at least 1% less than what you’re currently paying. Of course, it depends on the remaining term of your current mortgage, as well as the remaining principal of your current mortgage. And this is the purpose of this spreadsheet being made, to ease your refinancing calculation.

Rating: 0.0/5 (0 votes cast)