Annual Financial Planner | Excel Workbook

Plan the year. See the pattern. Stay ahead.

The Verolane Annual Financial Planner brings twelve months of income, expenses, savings, debt reduction, irregular costs and year-end review into one connected Excel workbook.

What is included

• Twelve interconnected monthly planning sheets
• Annual income and expense forecasts
• Savings-goal and debt-reduction tracking
• Calendar for irregular bills and seasonal costs
• Quarterly reviews, reports and a structured year-end review
• Annual dashboard, trend chart, Cash Flow Forecast and Financial Health Score
• Start Here, Quick Start, complete User Guide, personal-use licence and file manifest

Choose your edition

• Canada: CAD formatting with Canadian terminology and examples
• United States: USD formatting, MM/DD/YYYY dates and U.S. terminology and examples

Select the edition that matches where you manage your household finances. Checkout displays the price and currency that apply to the order.

Compatibility, delivery and limits

Microsoft Excel is required. Desktop Excel on Windows or Mac is recommended. This product has not been designed or validated for Google Sheets, Apple Numbers or mobile-only spreadsheet editing. The workbook is designed for local use and does not require a bank connection. This is a digital download; no physical item will be shipped. Forecasts, scores and year-end results are planning estimates based on customer inputs. This product is an organizational and educational tool, not financial, tax, legal, investment, accounting, credit or debt advice. Personal and household use only.