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Memberships and Services
Statement of net position
10$Every monthThis report will outline all of your asset holdings and outstanding liabilities. This report will give you a realistic visual of your current financial standing.Â- Where do you stand financially
- Report showing all assets liquid and non-liquid
- Report showing all liabilities current balance
- Calculation of total assets
- Calculation of total liabilities
- Calculation of net worth
- Graphs to visualize current financial health
- Sent as a PDF and Excel spreadsheet which can be updated
Loan management
15$Every monthReport that breaks down the key metrics of all loan accounts. This report will show the monthly payment for each loan and the due date as well as the total monthly loan expense.Â- Displays each loan accounts' key metrics
- Helps the client stay on top of all loans
- Monthly payment amount and due date for each loan
- Current balance for each loan
- Displays the % of principal paid off
- Calculates total monthly loan expense
- Sent as a PDF and/or Excel spreadsheet which can be updated
Credit card management
15$Every monthReport showing key metrics for all credit cards. This report helps with planning for credit card paymentsÂ- Statement balance for all credit cards in one place
- Lists out due dates to ensure proper planning
- Credit utilization % for each account
- Suggested payment amount for each credit line
- Will help you make payments on time
- Credit limit input
- Available credit calculation
- Document can be received as a PDF and/or excel spreadsheet
- Report can be updated on your own. Formulas are built in
- Report may help you improve your credit score
Subscription and bill management
25$ÂReport that tracks all fixed expenses including car payment, rent payment subscriptions, etc.Â- Plan for bills
- Identify subscriptions you may not need
- All of your fixed expenses shown in one document
- Monthly payment amount and due date displayed
- Calculates monthly fixed expense amount
- Includes yearly subscriptions
- Sent as a PDF and Excel spreadsheet which can be updated
Variable expense planning and budgeting
25$Every monthThis service will project variable spending and may help you identify key areas where you should cut spending.Â- Projections for variable spending in each category
- Utility bill planning
- Detailed preparation to profit on a monthly basis
- Projections for spending on groceries, eating out, and gas
Cash Flow Projection Pro
80$Every monthCalculation of monthly subscription expense, loan expense, and other fixed expenses. Estimate of variable expenses in different categories.Â- Calculation of monthly fixed expenses
- Estimate of monthly variable expenses
- Calculation of monthly income
- Projection of profit/savings
Plans & Pricing: PaidPlans
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