If you have more complex income (i.e. rental, private company, investment, pension, etc) and expenses ( i.e. recreational/rental property, cars, boats, planes, etc.) then you may want a more detailed picture of your family’s finances. Use this comprehensive spreadsheet to keep track of your family’s annual expenses and income. Your financial goals are meaningless unless you know where your family’s finances are today. (Printable Reports and savable to “My Folder”)
In order to save your calculations and spreadsheets online in the MyFolder section you will need to create a free account.