Personal Finance Budgeting and Net Worth Tracking Tool

Financial Model, General Excel Financial Models, Personal Budgets, Personal Finance

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KEY FEATURES
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– The model will automatically forecast upcoming due dates of bills and debt repayments. No need to update your inputs or fiddle with the model every month
– Easy-to-use transactions page, which will allow you to simply copy and paste your account statement into the model
– Tracking of your asset and liability allocations so that you can track your net worth
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KEY INFO
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This model will allow you to apply the same level of analysis that you apply to your business to your own personal finances.

Like a business, growing your equity requires analysis and understanding of your costs and also your income sources.

However, many personal finance models require a significant time investment to enter transactions one by one into a custom log or require access by third parties to your private information and spending habits. Who knows what they are doing with that information?

This model solves that problem by making it quick and easy to update your spending history. All you need to do is to download your account summary from your bank account or credit card account and then paste that file into this model, and you will have an updated and accurate model reflecting your current net worth in seconds.

You will have a complete history of your saving performance without giving control to anyone else.

NOTE: All purchases entitle you to a free 1-hour consultation with us to ensure that you are able to make the most of this tool and discuss any specific requirements you might have.

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ABOUT US
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ModelFinCo specializes in supporting clients with financial projections, investment modeling, and decision support. Our aim is to create simple and easy-to-use models that can provide you with robust and well-thought-out analytics to support your decision-making. Having worked at top-tier investment funds and at the Big 4, we have advised multinationals worldwide on over $10b in transactions and reorganizations, and we understand the needs of busy business owners. Usability is our top priority.

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