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Tweaking existing budgeting and financial planner plan

I have a current company and we use the following excel sheet file for our clients, I want to tweak and add some additional tables to the excel file. I want to mix some files into it and make it more interactive. It is based on the book "Barefoot investor" therefore we will go back and change the equations"

The file original file is locked so only two files/tap below are open (note I have the password so changes can be made). Therefore once we unlocked the file under Cashflow analysis "unlock property roadmap" then 2 new tabs will open (this is the attached file- the unlocked version). I want you to able to recreate the original file.

Add Kiwisaver calculator in the planner. Make it more interactive, visually, by thinking investments picture, money growing, funds, etc as visuals and goals

Research about New Zealand mortgage market, house equity calculator etc.

NOTE: the planner will be based below, so the equations will change.

The book makes setting up the buckets easy for you, but basically, this is how you should be allocating your income each pay:

60% to your Blow Bucket

20% to your Fire Extinguisher Bucket

10% to your Splurge Bucket

10% to your Smile Bucket

The Blow Bucket is for your everyday expenses such as rent or home loan repayments, food, phone bill, internet bill, insurances and utilities.

The Fire Extinguisher Bucket is for big savings goals too, but more towards less fun things like saving for a house deposit or paying off your mortgage faster. It can also be used for paying off debts.

The Splurge Bucket is for cash to spend on things that make you feel great like new clothes, electronics, appliances and your social life.

The Smile Bucket is for fun longer-term savings goals such as a wedding, honeymoon or a holiday.

Compétences : Excel, Comptabilité, Finance, Conception graphique , Recherche Financière

Concernant le client :
( 0 commentaires ) Auckland, New Zealand

Nº du projet : #33735947

17 freelances font une offre moyenne de 31 $ pour ce travail

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