xls: MS Ch3-6 Savings Goal Workbook

Description

Ever wish there was an easy way to convert “I want…” into “Let’s make a plan to make it happen…”?

If you plan ahead, you can use whatever cash flow is available to fund the projects that are important to you.  From new technology, to vacations, to a business launch, this workbook helps you break down big goals into the tiny bites that you can knock back one bite at a time, then helps you track multiple goals assigned to one lump sum in a single savings account!

Each page automatically calculates the relative totals and figures.  A line-check section allows you to monitor the amount of funds that remain unallocated to your goals.

Especially useful for parents to help students and kids convert “wishful thinking” and “I want…” scenarios to step-by-step goal setting, planning, and the inherent value and expense of a complex goal.  This worksheet works especially well for repeated homeschool lessons as they relate to budgeting, finances, economics, and entrepreneurship skills like opportunity cost and long-term planning.

Pages 2 through 6 of this expandable workbook guide you through gathering the many parts and prices for the items that combine to make your vision a reality.  Page 1 allows you to track up to eight separate financial goals simultaneously using one savings account with separate allocated and unallocated sections and totals.  Page 1 features a line check so you can see how much of your deposit remains as you assign it to multiple goals across the sheet.  How much money is available that isn’t planned for another project is obvious at a glance.

Deeply discounted at 60% off for those currently enrolled in MoneySmart Ch3 Tour.  See your course review section when membership is active for links to the discounted special access to these files.

NOTE:  The files are presented without warranty or guarantee that its design, programming, and intended function will survive when translated over various platforms. Some design elements such as macros may require additional set-up and some elements may not survive across platform formats at all (such as “sort” buttons). These were created to give the end-user a “head start” on useful tools that they don’t have to envision, design, and assemble before they can be used.  The nature of digital files prohibits control over such intellectual property, therefore, since the benefit and value cannot be returned to the producer once access is granted, all sales are final.   Download limit: 3; link active: 1 day.