Financial Planning Sheet

The sheet serves as all in one purpose for all your future needs and investment planning whether it is investing amount or be it redemption, how much a goal will cost and how you want to fund it.

Document Details Sheet

Update all the personal document numbers you have for your family member, have it handy in one place and upload all those documents into a Drive folder and share it with our spouse and add the link in to this sheet

Financial Details Sheet

This Sheet serves as full access to financial details like earning, Spending's, EMI and Investments.

List of all Loan, Insurance, Investment Details

You will realise the following when the income details are updated

Salary to Expense Ratio

Salary to EMI Ratio

Salary to Investment Ratio

Investment Capacity (which needs to be planned)

Goal Planner Sheet

Goal planner based on the needs, its future value and the SIP amount required to reach the mentioned goal.

Sheet mainly covers the following goals, can be customized for any other goals as well

Kids Education

Kids Marriage

Personal Retirement

Emergency fund building

Travel

Wealth Building

Good EMI (SIP parallel to EMI)

Investment Details Sheet

List of all the SIPs, with start date and end date

Investment plans for future