DigitalwithShivi

Structure of the Financial Planner Overview Sheet Summary Table: A high-level summary of your total income, total expenses, total savings, and total investments for each month. Annual Summary: Year-to-date totals for each of the categories. Monthly Sheets Separate sheet for each month (e.g., January, February, etc.). Each monthly sheet includes: Income Section Expenses Section Savings Section Investments Section Balance Calculation Graphs/Charts: Visual representation of your financial data.

$5•Digital file•1 file•By Shivangi Sinha