Create your own personal financial plan with this free excel-based financial planning template.
Ever since I made my first retirement calculator, I have had several requests to make an integrated financial plan creation tool.
The only reason I took this long to make it is sheer boredom. I thought, since I had already made most of the calculators found in a financial plan, it would be boring from a mathematical point of view to put it all together. How wrong I was!
I have always wanted to make a financial planning template with a one-page input and one-page output. A template in which all future cash flow entries are displayed on a single cash flow chart.
I have managed to pull if off, except for the one-page input part, as I have realised that would make it too cluttered and clumsy. Making the integrated cash flow chart turned out to be pretty exciting and at times exhausting.
Do excuse the crummy sounding title. There are certain things a blogger must do to get a search engines attention!
That quite enough blah-blah. Without further ado, here are the features of the financial planning template:
Latest version: Updated Jan. 15th 2016. Integrated Financial Planning Template Corrected an error in the insurance sheet as pointed out by Guru Rudagi. I have upgraded this template in multiple ways here: Download the Freefincal Robo Advisory Software Template
Updated Dec. 3rd 2014. Analysis sheets added. Update: Integrated Financial Planning Template
Updated Aug. 23rd 2014. Thanks to Mr. Ashok Kumar Anand for pointing an error in the way passive income was handled.
Updated Dec. 6th 2014. Thanks to Ms. Vandhana Rajendran and Mr. Ashok Kumar Anand for pointing out bugs.
Update April 4th 2014. Thanks to Ms. Aparna for pointing out a bug in the retirement planning sheet.
Update April 24th 2014. Thanks to Ms. Aparna again for pointing out a bug in the retirement planning sheet!
This post was last modified on September 18, 2019 3:09 pm
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