The template is attached but I need it updating to specifications
Starting position Total Months Income Disposable income this figure will come come from the total of net income take away essential bills takeaway non essentials take away future you
Underneath I want it to be savings and investment balances Cash Property Gold Businesses Emergency fund
Then outstanding debts I need the name of the Debt the amount outstanding and the APR
Santander Credit Card Zable Credit Card Utilita Gas Debt Utilita Electric Debt Nationwide Loan MBNA Loan
All needs to be in £
Liquid net Worth is Savings and investments - debts
BILLS Account change to Essential Bills
Spend account to non essentials
Weekly review needs to be a new category
Future you
Savings Emergency Fund Savings Total
Investments Gold Property Stocks & Shares ISA Total
Pensions SSIP Total
Then column F needs to read essential bills
I want each category to have a different muted colour like the Debt Repayments has
Home Running Costs First Direct Mortgage Aviva Home Insurance Welsh Water Total
Debt Repayments All 6 from the outstanding debts above Total
Utilities Electric Gas Total
Health/Protection Gym Medicash Guardian Life Insurance Critical Illness My GP Total
Broadband/Phone EE Broadband EE Mobile 3 Mobile Total
Food & Drink Food Drink Pets Food etc Total
Non essentials
Entertainment Prime Netflix Disney Plus Cinema Books Blinkist Total
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