Q & A › Category: Others › Excel Format For Financial Planning Workbook
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DIANA TAN AI HSIN asked 6 months ago

Hi KCLau,
I have just joined PWM today with 1 year full payment.
Do you have Excel template to auto calculate for Cash Flow, Assets, Liabilities, Present Value, Future Value?

Thank you.
Regards,
Diana

1 Answers
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KCLau Staff answered 6 months ago

Hi Diana, thanks for joining PWM. Welcome!
We don’t have a template for the financial statements. 
However, there are a lot of templates file out there. Try this:
https://www.tillerhq.com/free-google-sheets-budget-templates/
I would suggest that you build your own spreadsheet on Excel or Google so you know what numbers you are crunching. That’s the purpose of PWM, to empower members to master their own finances.