Would be a new table with the below data Underneath Disposable Monthly Income
Company Score Category Experian Equifax Transunion
I need Savings & Investments to be the next table so swapping the order with the current o/s Debts
Step 3
O/S Debts needs two more columns which will be APR and Notes
Savings & Investments will have 2 more collums Date Category Amount Notes
Step 4 formulas
Starting Position
Disposable income = Total Net Income takeaway Essentials takeaway None Essentials Take away Future You = Net Disposable Income which will be either 0 negative or a positive number
Step 5
Formatting the spreadsheet this is very important
Essentials Non Essentials
Adding a section called Future You that looks like the existing 2 sections which are Essentials & Non Essentials
Im going to providing data to go in these sections that I need adding to the template that im providing
To be crystal clear this is a formatting task and formula task of an existing spreadsheet its not creating a spreadsheet from scratch its improving what I have
Under Essentials
Target this needs to be 60% Actual is the percentage of my Monthly Net Income that im spending on the total of Essentials
Under Non Essentials The Target 30% Actual is the percentage of my Monthly Income that im spending on the total of Non Essentials
Under Future You The Target 20% Actual is the percentage of my Monthly income that im spending on the total of Future You
Im providing a spreadsheet with all the data that I need in Essentials Non Essentials & Future You so you'll have all the data to complete the spreadsheet
Attached is a copy of the spreadsheet please review before bidding
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