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Accounts$RESULTTRUEFunds$
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Total4,800.00CALIBRATEDTotal4,800.00Instuctions: (replace our template numbers with your numbers)
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Checking Account 12,000.000.00Cash Flow Buffer2,000.001 - Edit the list of cash accounts in Column A with the names of your accounts.
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Checking Account 2400.00Emergency Fund1,000.00
2 - Enter the balances of each account as of the last day of the previous month in Column B.
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Savings Account 11,000.00To edit this tool select FILE > MAKE A COPYAuto Fund500.00
3 - In Column F, make a list of all the reasons you need savings. Each one is called a Fund.
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Savings Account 21,400.00Housing Fund1,000.004 - Assign a value for each fund until you run out of money.
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Travel Fund300.005 - When the totals are the same, you are "Calibrated."
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6 - Review with your spouse, accountability partner, or coach to ensure they are reasonable.
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