Thanks for the very nice program. It is well worth the minimal investment. I think you should charge more possibly in the $20-30 range."
-William Swinton, Livermore, CA more...

 

Why Excel based planners?
Because our downloadable planners are Excel spread-sheets, there is no need to download and setup new software. Budget planning should be simple, fast and painless- if a budget planner cannot offer these characteristics, then users will find themselves dreading the whole planning process. We aim to avoid that.

Comprehensive: Unlike online calculators (limited by load time, and web page constraints) our download-able Excel calculators and
planners were developed with detail in mind.  The greater the detail, the higher the level of accuracy and understanding.

Affordable: One time fee of $9.95 - no monthly fees! Compare to other financial planners.  Secure credit card payment (privacy policy)

Understanding your assets and your debt:
This may be the first time you sit down and add up all your assets and debt (don't worry, you're not alone). At first you may be a bit put off by the net results, but in the long run you will be better for it. Why? Because you're financial awareness will force you to think twice before entering into your next financial obligation (e.g buying a new car, remodeling your kitchen, etc.)

Download our free Net Worth Calculator Demo and see how $9.95 can go a long way toward financial awareness.


Money Back Guarantee:
If for some reason you are not pleased with our Excel Net Worth planner, just let us know and we'll refund your money right away- we only want satisfied customers.

 

  

Don't put off building a solid financial statement: Building a detailed personal financial statement can be a daunting task. Adding up all your assets and liabilities (debt) can be time consuming and at times disheartening. As a result, many shy away from spending the proper amount of time into a detailed plan and resort to the high level online net worth calculators; or even worse, they put the whole planning process off completely. Don't fall into that trap - start planning properly now.

Download the demo version of our Excel spreadsheet calculator to see how building a comprehensive financial statement can be made easy (and fun!)


What the Net Worth Calculator includes (click to enlarge)


 


 

NET WORTH SUMMARY
• Track your net worth: Annually, Semiannually or Quarterly
• Customizable pie charts
• Quick links to Asset and Debt detail
• Simple, concise and straight forward
• Easy printing
• Excel based (no need for new software)

 

ASSET DETAIL WORKSHEET
• 15 asset categories and 3 lines for each category (45 lines total)
• All categories (i.e. Cash)and labels (i.e. John's Chase Bank Savings acct.) can be adjusted to meet your preferences
• Quick links back to Net Worth Summary sheet

 

LIABILITY DETAIL WORKSHEET
• Track your actual income and spending by month
• Tracking/actual amounts are then compared to your budget on the comparison sheet.
• Alerts users if total spending exceeds their budgeted amount
• Chart actual income/expense by: current month, prior month, year to date, Jan, Feb, Mar, etc.

NETWORTH SUMMARY CHARTS
• High level snapshot of your personal financial statement
• Chart #1 illustrates your assets, liabilities and net worth over time.
• Chart #2 illustrates your asset detail over time
• Easy printing


 


How much are you worth?

Does your debt outway your assets?

Can you afford that new loan?

 

At Simpleplanning.com, we develop comprehensive but easy to use Excel based financial planners that help users answer the tough questions.

Download our Excel based Net Worth Calculator demo for free or preview our planner by clicking on the images above.

 

   
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