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Financial Toolbox Archives » Evaluation
Evaluating your finance can be a very scary thing, but not knowing where you stand financially will paralyze you and will become a costly mistake. The following spreadsheets are designed to help you discover your financial health. Download the Microsoft Excel versions to use these spreadsheets on your own computer or print out the forms to use by hand.
NOTE: To download the Microsoft Excel version of these files you MUST right click with your mouse pointer over the link “Excel Format” and click “Save Link As…” and then save the file to your computer.
- Assets vs. Liabilities — In this exercise you will be calculating your assets which is anything you own that has monetary value and subtracting your liabilities which is currently the amount you owe. This is the first step in evaluating your financial situation.
- Written Budget/Spending Plan — Often people mistake the mistake of guessing at what their budget will be and how they are spending money. However, an effective budget or spending plan needs to be written down, evaluated weekly and stuck to!
- Debt List — The debt list is a great way to see the whole picture, your creditors, amounts owed, minimal payment and interest rates all in one plan.
- Debt Reduction Plan — This is a great tool to help you see how long it will take to become debt free. Use the debt list created above to assist you in developing your debt reduction plan.
