Premium - Annual Financial Planning Tracker

The premium Annual Financial Planning Tracker is designed to give you a more complete view of your finances than a basic budget sheet.

It allows you to set a full financial plan, track your actual performance as the year progresses, compare results against your plan, compare one year to another, and monitor how your account balances and net worth are changing over time.

With the premium version, you can:

• Compare your budgeted spending, income, savings, and net worth for the current and previous years

• Compare your actual spending, income, savings, and net worth to your budget for specific months in the current year

• Compare total actual spending, income, savings, and net worth in the previous year to the previous year’s budgeted amounts

• Compare your actual and budgeted spending, income, savings, and net worth for the months that have passed

• Compare your actual performance across years, such as seeing how much you spent so far this year compared to the same period in the previous year

• Compare your budget across years, helping to assess lifestyle inflation and generally, changes in your spending plans.

• Track your liquid and total net worth so you can see where you are over time

• Update account balances and have your net worth totals update as your balances change

• Record savings allocations and investment returns/gains so your account balances reflect your financial progress more accurately

• Use a loan amortization estimate that helps approximate your remaining loan or mortgage balance over time

• View charts of your spending, savings, and expenses

• View a chart of liquid net worth

• See an assets view that gives you a visual of your tracked assets