I think about Excel all the time.
That’s an exaggeration—and a better way to say it is: I think about Reducing friction between information and decisions all the time. But for the sake of simplicity—I think about Excel all the time.
So, my brain is a spreadsheet at this point. It is my main information gathering and decision-making tool at my job and in my life. Because of this, and my unrelenting need to Maximize information before decisions, I’m fairly versed in the modern art of spreadsheet building.
Among other things, the Excel principles I live by are 1)producing Unique identifiers everywhere and 2)letting Summaries build themselves from the collection of its pieces. When you apply these principles to personal finance forecasting, you get this tool. For us, and now you, that means you have a flexible and sustainable system to review your comprehensive financial picture and make the most informed decisions about the future.
How?
- ⬇️ Download here
- 💵 Plug a few numbers in
- 📈 Get insights
Nice and easy.
Another massive exaggeration—but that’s the goal anyway.
And you probably need a little bit more on #2:
- Set aside 30mins to 1hr. Prepare to enter all your apps for banking, investing, retirement, etc.
- Open the EXAMPLE model and go to the README tab. Read it.
- TL;DR? Plug your numbers into the TEMPLATE model’s bright blue tabs.
- Email if stuck.
I don’t really know personal finance principals, but I do know how to build a nice model that can inform personal finance decisions. It’s not perfect but overtime it is going to improve (hopefully, who knows). We’ll make announcements when improvements are made and make it easy to transfer the data to the latest version.