Friday, September 1, 2023

Queen of France

Expenses and Net Worth Calculator

A Great Version

The benefit of this sheet is that it helps determine:
  • Up to 2 Properties: Selling stats, that help figure out your profit from the sale.
  • Equity of Properties if not selling.
  • Optional Savings inclusion: Ira, Savings, Brokerage: that can go towards Net Worth.
  • Easy Expense Handler for each Month, including Credit Cards, Utilities, Mortgage, etc: Each week providing the correct amount for your Checking Account.
  • Which cards to move an old Balance Transfer balance from, because their reduced % is almost over (within 3 months).
  • Which other cards and how much space is available on each of them, for the transfer(s).
  • Obviously, you will still need to keep a few details, like each Credit Card's Balance. Some banks offer link data of all card balances and that could help to maintain it, instead of visiting 5-7 websites. & if the Old Balance Transfer Amount has dropped, that would need to be updated occasionally for more exacting numbers.
  • Any extra amount after expenses that can go towards Credit Card Purchases, Balance Transfers, Mortgage, etc.
One Drive (save your version), or View on Google and Download.

One Drive or Google Drive