Money management on autopilot
Track your income and expenditure for the current year, plan for your future and budget for your goals with this resourceful excel template. The formulas have been included, so you only need to add your monthly figures.
The Tracker will automatically calculate your financial strength, including how much you have left each month - which you can use to invest and achieve greater financial freedom without jeopardising your current standard of living.
This template has been designed to help you get a clearer picture of your financial habits and hold yourself accountable!
Here are some of the benefits of using this tracker...
1. Reduce anxiety about money by having better insight into your spending habits
2. Be more confident about reaching your financial goals
3. Have a better relationship with your spouse or partner
4. Spend less impulsively to have greater investment options
5. Early identification of unauthorised charges or problems
Use our Ultimate Financial Tracker to take charge of your finances and create a financial future you deserve!
All our courses and content are presented in a concise way to minimise the time you need to spend learning. We do not over explain points just to bulk out course content. You get all the required knowledge for your success… in a no-fluff, no-fuss version.
The content in this tracker is also available in the course - Achieving Professional Excellence.
All courses by The Institute for Achievement and Excellence have been written with a commitment to the United Nations Global Goals #4 Quality Education and #5 Gender Equality.