What you get in this digital download package:
- Detailed monthly planner for budgeting and review of all your income and expense categories
- Personalized spending plan report which factors in your family size and your age range to give you personalized feedback on the key aspects of your finances:
- Your income score compared to the Canadian average
- Analysis of your incoming money compared to your outgoing money
- Your spending allocations by category in both dollar amounts and percentages
- Your spending allocations by category compared to the average Canadian family by both dollar amount and percentages
- Calculation of your overhead ratio, and comparison to the target ratio
- Your spending allocated to the categories of needs/wants/debt/savings
- Your recommended spending allocations to the categories of needs/wants/debt/savings.
NOTE: This is a Microsoft Excel file. You will need Excel installed on your computer to use this file. We will be offering Google Sheets as an option in the near future.
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