Primary Income at Start $'000
Savings at End of Period $'000
General Inflation (Estimate how costs might rise during the period) %
Average Borrowing Costs (Remember to add interest cost on outstanding debts) %
Tax Rate(Provide for tax on savings, investments, and other income) %

Mobile view: Swipe to the left for years to 5. Material Worth Statement (Balance Sheet)
Assets (what you own)	Year 1	Year 2	Year 3	Year 4	Year 5
House
Car
Savings
Assets (Total)	AT1	AT2	AT3	AT4	AT5
How You Financed Assets	Year 1	Year 2	Year 3	Year 4	Year 5
Mortgage
Car Loan
Your Equity
Other Assets (When finished, if not zero, recheck inputs)	A91	A92	A93	A94	A95
Liabilities & Equity (Total)	LT1	LT2	LT3	LT4	LT5

Funds Available to Spend	Year 1	Year 2	Year 3	Year 4	Year 5
Primary Income
Other Income
(Subtotal: Gross Income)	IT1	IT2	IT3	IT4	IT5
Less: "Giving"
Less: Taxes
Less: Capital Fund
Sub Total: Giving, Taxes, Capital Fund:	OT1	OT2	OT3	OT4	OT5
Net Income: Available to Spend	NNT1	NNT2	NNT3	NNT4	NNT5
Projected Cash Outflow Statement
Projected Spending Plan $000	Year 1	Year 2	Year 3	Year 4	Year 5
Food
Mortgage Payments or Rent
Other Housing Costs
Clothing
Car Loan
Transport (Excl. Car Loan)
Entertainment
Other Expenses (Minimize this category)
Contingency (This amount is for surprises. It shouldn't be more than 5% of the total; less as you gain experience.)
Spending (Total)	ET1	ET2	ET3	ET4	ET5
	Year 1	Year 2	Year 3	Year 4	Year 5
Net	NT1	NT2	NT3	NT4	NT5
Cumulative	CT1	CT2	CT3	CT4	CT5

 

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