FIN-020
Annual money review
R 229,00
Also $18.00 · £14.00 · €16.00
Look back at twelve months of surplus and set a single figure for next year.
- Type
- Excel workbook with PDF guide
- Licence
- Personal use
- Version
- 1.0.0
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Look inside
These are the sheets in the workbook.
Months
| Month | Income | Costs | Surplus |
|---|---|---|---|
| Jan | 28000 | 25000 | 3000 |
| Feb | 28000 | 28800 | -800 |
| Mar | 30000 | 27000 | 3000 |
| Apr | 30000 | 26000 | 4000 |
| May | 30000 | 31000 | -1000 |
| Jun | 32000 | 29000 | 3000 |
| Jul | 32000 | 30000 | 2000 |
5 more rows are in the file.
Review
| Metric | Value | Note |
|---|---|---|
| Year surplus | 25900 | Income minus costs across the year |
| Average month | 2158.33 | Year surplus divided by 12 |
| Best month | 4200 | Highest surplus |
| Worst month | -1000 | Lowest surplus, which can be negative |
| Next year monthly target | 2500 | A number you choose |
| Target minus average | 341.67 | Positive means the target is above the year you just had |
The Excel file stays in the download. The tables above are a look at the sample.
What it is
Look back at twelve months of surplus and set a single figure for next year.
Households doing a once-a-year review of their own records.
Opens in
Excel workbook with PDF guide
This workbook organises figures you type in. It is not financial, credit, insurance, or tax advice. Rates, fees, and laws change. A qualified adviser should review decisions that affect debt, tax, medical cover, or retirement.