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OVERVIEW:

This project is created to provide utility tools especially based on Excel to support financial planning. This would, IMHO, motivate the user to gain financial literacy which would further enable them to attain a financial freedom.

TOOLS:

  • Excellent
    • Description:

      • Tool to project user's financial portfolio based on the user input (i.e., monthly income/expense and expected ROI, ...)
    • Usage:

      • Open the Excellent.xlsx file with spreadsheet software (only MS Excel is supported for now)
      • Update the cells with blue colored background
      • You will see the updated view of your portfolio
    • Notes:

      • You can optionally/experimentally use the publicly shared .xlsx file directly in the browser with this link. Just make sure no "Guest Contributor" is already working on it.
      • You can use Excellent.xlsm file to use macro features (using VBA).
        • Eg: Print button in Dashboard requires macro enabled version

Author(s): Naveen Kumar

Special Thanks: Friends and Colleagues for testing and providing valuable feedbacks

Kindly support the project by providing your feedbacks or feature request by creating an issue at Github.


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Utility tools project for Financial planning using Excel and C#.

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