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Available Online

Soulful Financial Growth Spreadsheets

4-Week Spreadsheet Training to Track & Grow Finances. Plus accountability for goals over 6 months.

8 hrOnline Zoom Webinars

Contact Details

agnesdavis@gmail.com



What to Expect

Very easy-to-use spreadsheet template that can be completely tailored to reflect your life and automatically updates annual and monthly charts as you track progress. Monthly and annual records of every penny you spend and receive, broken down into categories of your choice. The ability to separate out variable expenses, regular bills, investments, savings and debt so you can compare your outgoings, prioritise and plan ahead. Set spending and savings budgets and forecasts, and compare your plans with actual spending month by month. Forecast income, set goals across different income streams and creative projects, and plan ahead with clarity. Test out pricing models so you can make sure you're charging enough. Calculate and monitor your net worth and growth goals month by month, comparing progress over a whole year. Helpful visual charts that automatically update so you can see your progress at a glance, monthly and annually. Bills calendar to keep track of when payments go out. Priority lists for each month so you can check off progress. Marketing and business KPIs goal tracking. Credit score tracking.

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