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Feel free to download any of the financial tools below. The Excel versions are generally better quality in that some have Macros to archive previous data. However, for those of you that don't have Excel, I had made Google Doc versions for some of the tools.

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The YBI Portfolio and Retirement Tool:
This is an Excel based tool that uses macros. See (name it) for details on how the tools works.

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 Excel Budget Tool Download With Archiving Macro:
This version includes a button to archive the budget sheet into a new worksheet with the current Date. So you can see how your budget has changed over a number of months.
Excel Budget Tool Download:
Same spreadsheet as above, with no Macros. This sheet should work with free versions of Excel.
Google Doc : A straightforward Google Doc Version.

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Excel Personal Net Worth Download
Google Doc
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Excel Loan Repayment Download

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  • Home
  • Blog
  • Stock Analyzer
    • Analyzer FAQ
  • Free Tools
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  • Contact