Cash Flow Projections - Monthly

This spreadsheet allows you to analyze the client’s cash-flow patterns on a month-to-month basis. 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 more closely and examine discretionary income. It also contains a neat area at the bottom for monitoring the client’s progress on their debt reduction.

View Sample Report             View Sample Chart

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