Monthly budget expense chart illustrating categories and proportions.

All Industries, Financial Model, General Excel Financial Models

Accounting, Accounts Payable, Amortization, Bookkeeping, Budget, Budgeting, Cash Flow Analysis, Cash Flow Projections, CFO, Controlling, Cost Calculation, Cost Projections, Dashboard, Debt Amortization, Debt Schedule, Excel, Financial Analysis, Financial Debt, Financial Feasibility, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Financial Ratios, Financial Reporting, Financial Statements, Financing, Forecast, Forecasting, Income Statement, Know-How, KPIs (Key Performance Indicators), Passive Income, Personal Finance, Pro-Forma, Return on Investment (ROI), Revenue Projections, Saving Plans, Tracking, Uses and Sources of Funds, Valuation

Video Overview:

Overview:
Pro Forma Models created this model to prepare an annual personal financial plan, track against the plan, and forecast changes in net worth on a monthly basis for the year. This is a great tool for personal use or with wealth management clients, as it goes beyond basic financial planning to create a trackable budget tool.

Model Highlights:
– Dynamic pro forma financial model allowing for an annual projection on a monthly basis
– Fully customizable user-defined assumptions
– Institutional-quality actionable reporting output to drive investment decision making
– Fully unlocked and transparent model allowing users to customize
– Support from a team of highly qualified investment and financial professionals

Key Features:
Built for anyone looking to accurately prepare and analyze their own or a client’s personal financial plan and forecast net worth.

The model:
– Provides institutional-quality actionable reporting output to drive finance and investment decision making
– Ability to track month-by-month for a variety of income, expense, and investment accounts
– Provides visualizations of budgeted income, expenses, and investment account forecasts

Support:
Built by investment and finance professionals with institutional experience in private equity, real estate, investment banking, consulting, entrepreneurship, and asset management.