To access the worksheets for my books, please provide your name and email address below. It is highly recommended that you read the books before downloading the worksheets. You can find out more about the books by clicking here.
Worksheets for Making Big Money Decisions
The file contains 6 worksheets associated with the book Making Big Money Decisions and can be used to estimate your invested opportunity costs when:
- Saving for retirement
- Purchasing a car
- Buying a house
- Raising a child
- Investing in a college education
Please provide your name and email to download. Your information will never be shared with others.
Playbook & Tools for Following Your Money
The playbook is a Microsoft Excel file that contains 11 worksheets, including:
- A playbook template to help you organize and maintain your financial life.
- Spreadsheets to create your Personal Net Income (PNI) statement, and track your spending relative to the key measures of Fun Money, Glad Money, and Pride Money.
- Worksheets to help you develop the funding plan for achieving life goals.
- Other tables and charts from my book.
Please provide your name and email to download. Your information will never be shared with others.
Is going to graduate school worth the investment?
Click here to Download graduate school ROI calculator
Fun Money Spend Analysis Tool
The tool allows you to not only track spending in top Fun Money spend categories, but also simulate reductions in categories to achieve target Fun Money spending.
Click here to download the Fun Money Spend Analysis Tool
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The pre-populated inputs and outputs contained in the spreadsheets are for illustrative purposes only. Please update with your own data. The playbook and worksheets are for personal use only. Please do not redistribute or attempt to commercialize in any way as all information contained in the downloads are copyrighted by Edward F. Downs. Thank you.