Personal Financial Plan Template

What is the Personal Financial Plan Template?

The RealMoneyPlan Personal Financial Plan Template is an easy to use yet detailed financial plan Excel spreadsheet template suitable for individuals or single-parent families.

The RealMoneyPlan Personal Financial Plan Template includes an Annual Plan and a Long-Term Plan which are linked and may be used together or separately.

1. Annual Plan – a detailed 6 page Excel spreadsheet template that gives you a clear view of your annual income, expense, investments and cash flow, as well as your change in assets, liabilities and net worth. Summary graphs enable you to see at a glance your cash flow and net worth for the year.
2. Long-Term Plan – a detailed 6 page Excel spreadsheet template that gives you a line per year view of your income, expense, taxes, savings, investments, cash flow, assets, liabilities and net worth. Net worth and cash flow summary graphs enable you to see your financial goals taking shape over time and to easily compare the long term impact of different financial decisions.  The summary graphs include "present worth of future amounts" to enable realistic long-term planning.

Included are two full plan sets, one which is a fully completed realistic example for your reference, and one which is blank and ready for you to start preparing your own personalized plan.

What is included in my purchase?

Your purchase includes:

1. RealMoneyPlan Personal Financial Plan Template – an Excel spreadsheet file (.xlsx) which includes the Annual Plan and Long-Term Plan sets (an example set for reference and a blank set for you to use),
2. RealMoneyPlan Personal Financial Plan User Guide – a document file (.pdf) which provides step-by-step guidance for preparing your plan.

Need more information?

For more information on how to purchase your copy please refer to the FAQ. For more information on how to make your financial plan please refer to the User Guides.