Description
Check your personal finances with the key ratios – savings rate, emergency fund months, debt-to-income, housing cost share, card use and net worth – each scored against a healthy range.
- Automatic summary: Ratios checked, Healthy, Need attention, Overall score
- Calculated for you: Your result, Status
- Drop-down menus for quick, consistent entry
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
Payment & Security
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