Take control of your financial future with our Long-term Personal Financial Plan MS Excel template. Whether you’re attending a personal strategic planning workshop or want to develop your financial plan independently, this template is the perfect resource.
This comprehensive tool includes a table and diagram to analyze your income and expenditure over multiple years. Download the personal-business-model-flow.xlsx file to your computer, open it, and customize it to your needs by adjusting assessment years, planning horizon, income and expenditure items, and expected annual values. You can also account for expected long-term trends in income and expenditure.
To understand the template and set it up accurately, we recommend reading the following post: What is a personal financial plan, and how does it relate to your strategy?
The file contains the following table:
and a diagram
You can complete the plan by filling in the template and analyzing the totals with step-by-step instructions. The included graphs on the worksheet provide visual insights into your financial situation. Formulate objectives based on the analysis to bridge the gap between your desired and actual personal finances.
Use this tool to create a simplified version of a personal financial plan that you can periodically review to track your strategic progress in finance.
Empower yourself with the Long-term Personal Financial Plan MS Excel tool and take charge of your financial future today.
Instructions for using the Personal Financial Plan Excel Template
The procedure for completing the plan is as follows:
- Download the file Sprint-4.-Personal-long-term-cash-flow.xlsx to your computer.
- Open the file and allow editing if needed.
- Adjust the assessment years and planning horizon, if necessary.
- Analyze the income and expenditure items and replace them with those relevant to you.
- Fill in the first year with the expected annual values for each income and expenditure item.
- Adjust for expected long-term trends in income and expenditure items.
- Analyze the totals and conclude to adjust your strategy.
- Read and analyze the graphs on the worksheet.
- Formulate objectives to bridge the gap between the desired and actual personal finances.
- In this way, you get a simplified version of a personal financial plan.
You can then set up this template correctly and periodically analyse your strategic progress in finance.
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Deem Rytsev –
The Long-Term Cash Flow Analysis Excel template is a helpful tool for assessing personal finances over the long-term. It’s comprehensive and customizable.