Budgeting and Forecasting Archives - VeriPlan Personal Financial Planning

DIY financial and retirement planning Excel calculator software

The Value of Future versus Current Consumption

These are some thoughts that I provided to a client couple struggling to live within their means, while also saving and investing for their future: The most important long-term topic we discussed was how you as a couple can find a way to balance current consumption, which presently exceeds your dual incomes, against the need […]

Monthly Budget Planner Worksheet

Monthly budget planner worksheet VeriPlan is the best personal financial planning software for individuals and families who want to develop a comprehensive lifetime financial plan. VeriPlan also includes a monthly budget planner worksheet covering 24 months. Expense tracking, expense budgeting, and budget variance spreadsheets This monthly expense planner covers 24 months and allows you to […]

"I thought I would let you know that VeriPlan was the primary decision support tool in my decision to retire early, which was about 4 years ago now. And it has worked out really well. Since then I got married, and we have traveled to 10 countries -- some on mission trips. I had used the lifetime planners in Microsoft Money and Quicken but they were not robust enough to make a major decision with. In retrospect they are toys compared to VeriPlan. So VeriPlan has been a very big help to me. Also, I recently read your Lowest Cost Mutual Funds book, which was great. It brought a few things to my attention that I need to work on."Email update from T. H. in Silicon Valley

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