Effective financial planning starts with the most basic of financial planning tools – The Budget. Before you can implement any recommended strategies such as risk cover, retirement funding, education funding, medical aid or discretionary investments, you first need to know (a) how much money is coming in and (b) how much money is going out! Below is a customised Budget Calculator in an Excel spreadsheet that you can save and personalise on your own desktop. You can add and remove rows depending on your specific needs, and input your own (and your partner’s) incomes. Just click on the Crue Consulting Budget Calculator and start taking firm control of your finances!
In order to open Budget Calculator, please click on the image below. When you are given the option to Open, Save or Save As, please click on Save As and then save it onto your PC or laptop. Please feel free to contact us if you need any assistance!