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Free Portfolio Spreadsheet (Make A Copy)
Finance Planner:
How much do you get paid every month? (Enter allowance plus any other scheduled income.)
$
What are your total monthly expenses? Add up things you pay for monthly. This should not be more than your monthly income above.
Monthly Expenses
$
Do you plan to donate to charity?
Yes
No
What percentage of your money do you want to donate?
%
What percentage of your money do you want to invest?
%
Show personalized finance plan
Your Personalized Finance Plan
Income After Expenses
$
Donate Monthly
$
Invest Monthly
$
Leftover Amount (Uninvested Cash)
$