Cash Flow Projections

This spreadsheet allows you to study the client’s situation and to study and plan their cash-flow patterns to prepare for the unexpected. It has been developed on the same lines as that used for a Corporation but it has been personalized for personal family use of the typical Financial Planning client. This spreadsheet can be used to analyze their situation, and examine discretionary income. Shows average monthly and yearly estimated cash flow. You can change all of the category labels.

View Sample Report             View Sample Chart

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