Records Summary
Our Records Summary a comprehensive single-location for your to keep track of your investments, loans, insurances and superannuation. This may be used for personal and/or business finances.
Other Downloads
Budget Planner
Our Budget Planner provides a framework for you to enter your income and
expenses, so that you can really see where your money is going. You can
set yourself a budget and then track over time whether you are meeting
your plan. If you are moving backwards (spending more than you earn),
getting your data into such a spreadsheet, can be a very good first step
to identifying where you can cut back.
Business Worksheet
Business Basics is exactly as it suggests - a basic spreadsheet for Small Business to understand and see at a glance, your Balance Sheet (your assets and your liabilities) and your Profitability (your income and expenses, generally referred to as Profit &Loss or P&L). While you may have a book-keeper or accountant to manage the company’s money, it is imperative that you keep on top of these things yourself.
Records Summary
Our Records Summary a comprehensive single-location for your to keep track of your investments, loans, insurances and superannuation. This may be used for personal and/or business finances.
Tax Calculator
Our Tax Calculator is a very simple spreadsheet that calculates how much tax you will pay, given your income. It is completely free, our gift to you, as just another piece of the financial jigsaw you need to put together.
