Personal Finance Project
Personal Finance Project.
baobaowu
base on excel data (Personal Financial Statements and Budget(1) (1).xlsm),
fill out “introduction ” “Budget fill out copy.docx”and “Financial Statements template to fill out copy.doc”
(short sentences anwer )
Introduction (use template) 10%
Organize with a new 3 ring clear-cover binder, typed tabs, picture, text, and present in the required format
Include old and new Resume, job description
II. Vision, Goals and Goal Planning10%
Share your vision for your life, including VMV statements
Share your top three major goals and tactical plans
Make plans detailed, specific, and complete
AP: Short-term plans (l-year or less)?
Medium-term plans (2-10 years)?
Long-term plans (10-80 years)?
III. Financial Statements and Ratios:10%
Show a current situation and action plan for each below:
Excel and Word templates are uploaded onto D2L
a. balance sheets (Net Worth)
b. income statements (Spending)
c. First/last month’s financial ratios (Liquidity, debt, savings)
AP: What can you do to improve these in the future (a-c)?
IV. Budgets and Spending Plans:5%
Include coversheet by month of what you did well, what you can improve on, and action plan for the month
Include forecast, actual, and differences
AP: What can you do to do better in the future?
Sample Solution
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