MAKE MONEY TEMPLATES

The Make Money Course has several templates and examples which help you to put a money plan into place and grow your investments. The templates covered in this course are as follows: Financial Plan, Income Statement, Portfolio, and Rental Property Transaction Spreadsheet.

Financial Plan Template

This template/example helps you to put your own financial plan into place and help you to track what progress you are making.  You record where you are financially today and forecast where you will be over the next couple of years if you follow the current financial path.  To have access to the Financial Plan Template join our Make Money Course today.

The Financial Plan Template Benefits are:

• You will have a path/map on which to follow
• It clearly shows where you are, and where you want to be
• The graphs shows how your money grows or debt can be repaid
• As a record, in the future you can measure whether you have achieved your path and need to set further goals

Income Statement Template and Example

Income_Statement_Template.xls - this template shows the annual situation of your income and expenses so that you can see how much each year you spend on your living expenses

The Income Statement Template benefits are:

• You have a clear picture of all your income
• You also have a clear picture of all your expenditure
• Seeing where your income goes can help you make decisions on whether you want to spend as much in certain areas or whether you can change your expenses in any way
• The Income Statement can be supplied to the Bank when applying for Borrowings

Portfolio Template and Example

The Portfolio Template helps you to put all your passive income investments into one area for easy tracking and recording on how each investment is progressing. To have access to the Portfolio Template, join our Make Money Course today.

The Portfolio Template Benefits are:

• If you have different Asset Class Investments, you can record them on different tabs as you will want to capture different financial detail
• You have a summary of all your Passive Income on one record
• If you want to monitor progress, the template allows you to record websites which can give you an immediate update on your investment
• You now have a history record of your investments so it is easier for you to track the investment's performance as you grow your portfolio

Rental Property Spreadsheet Example

The Rental Property Spreadsheet gives you an example of how you can record all the information your Accountant needs to complete your annual financial reports. It is an easy way to update your records on a monthly basis when your Bank statements arrive in the mail or online.  To access this spreadsheet, join our Make Money Course today.

The Rental Property Spreadsheet benefits are:

• You can provide a clear record of all the Rental Property Transactions to your Accountant
• The different tabs within the spreadsheet record different aspects of Property investing
• You can change the spreadsheet to suit your recording methods or the preferred method of your Accountant (Note: the spreadsheet is a good starting point but allows for customisation)