Financial Position Template
Take Control of Your Personal Finances with Our Comprehensive Financial Position Template
Our user-friendly Excel template is designed to help you understand and organise your personal finances with ease. Whether you’re salaried, self-employed, or receiving multiple streams of income, this tool gives you the clarity you need to take control of your financial situation.
Gain Insight into Your Financial Position
The My Financial Position Template provides a detailed breakdown of your income, expenses, and spending habits. With clear instructions and automated calculations, it allows you to track your earnings, manage variable income, and get a true picture of your spending across multiple categories.
Features Include:
Income Tracking: Easily input your net salary, dividends, pension, or benefit income to see an accurate overview of your total monthly earnings.
Expense Breakdown: Analyse your spending over the past 6 months by reviewing bank and credit card statements. Our tool calculates your average monthly expenses, so you can see exactly where your money is going.
Direct Debit Management: Track your regular payments, from household bills to lifestyle expenses, and calculate how they impact your monthly budget.
Customised Spending Analysis: Use the ‘Other’ columns to add unique spending categories tailored to your personal life and ensure nothing is missed.
Even if you have limited Excel knowledge, our template is simple to use, allowing you to review your past spending and make informed decisions about your financial future.
Unlock Financial Clarity with Our Training
The My Financial Position Template is more than just a spreadsheet—it’s a tool for creating clarity and control in your personal finances. For those who want to take their understanding even further, we also offer a short financial training course. With detailed videos and instructions, you’ll learn how to fully utilise the template and create an actionable plan to manage your finances.
Meet the Creator of the Financial Position Template
Hi, I’m Wendy, a freelance Financial Controller and bookkeeper. With years of experience helping individuals take control of their finances, I understand the challenges of managing personal spending. I created this template to help you see the bigger picture, empowering you to make confident financial decisions and set achievable goals.
This description highlights the practical benefits of the My Financial Position Template and offers users the chance to take control of their personal finances through an intuitive tool and optional training.
