Conclusions and Recommendations Now you have transcribed all of your pertinent information into a report, and you could simply say, “I am done” and hand this to your spouse, but, I have learned that if… Read More »Personal Finance: The Quarterly Status Report Wrap Up
oThe question you must ask now is what else do you want to pass on to the reader of this status report? Remember you should keep the scope of the section to be within the… Read More »Personal Finance: The Quarterly Status Report (Last Parts)
Now that we have gone through and carefully accounted for all income in the family, insurance, investment assets and other assets, now is the time to figure out the other half of the picture. Outgoing… Read More »Personal Finance: The Quarterly Status Report (What Debts)
Now that we have decided how we are going to do the report (i.e. what tool we will use to report the information), we need to now decide what information we need to have in… Read More »Personal Finance: The Quarterly Status Report (What Assets)
Choose Your Tool Carefully I have grown accustomed to using Microsoft Powerpoint for doing status reports, so I defaulted into using it to create my quarterly financial status report. It is an easy tool for… Read More »Personal Finance: The Quarterly Status Report (How)
