Using this template you can project your financial condition. You can input the liquid asset, marketable investment like stocks, mutual funds, corporate bonds etc. You can also have other investment details and personal asset details.
The template will automatically calculate the liabilities and net worth.
In this template, you can record year of investment, current allocation, current allocation percentage, target allocation percentage, target allocation amount and the change required.
|Name:||Financial Condition and Projection Template|
|Tags:||Financial Condition and Projection Template google sheets|
Screenshots of the template:
What is personal finance projection?
A personal finance projection is an estimate of an individual’s future financial situation, based on current income, expenses, and debts. It can be used to help individuals make financial decisions, such as whether to save money or make investments.
How to create a personal finance projection document?
To create a personal finance projection document, you will need to gather information about your current income, expenses, and debts. You can then use this information to estimate your future financial situation.
What is a liquid asset?
A liquid asset is an asset that can be easily converted into cash. Examples of liquid assets include savings account balances, stocks, and bonds.