How To Understand (and Create) A Personal Financial Statemen

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Uploaded by on Feb 6, 2008

You can download these Excel templates for free at my website http://www.startbreakingfree.com/

A lot of people shy away from any talk about "finance" or "accounting" because (1) its boring (2) it involves math and (3) its hard work.

Well it's not as bad as you think. I'm going to show you how to create a financial statement each month in just a few minutes using Excel.

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Education

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  • Question: Wells fargo is my bank and when I try to download transaction history it gives me the accounts: Checking, Savings, and Credit. In this example, are your expenses taken out of your checking account, cash, credit or all three. And if I am paying off my credit card debt where will I put it in the income statement? If anyone can answer my question I would really appreciate it.

    -K.

  • brian you are a star! you've got yourself a subscriber!

  • thank you Brian for sharing!:)

  • Very useful, very helpful. Thank you for sharing.

  • very helpful.Thank you!

  • Very helpful

  • Great job man. Im gonna head to your website and see what financial goodies you may have stockpiled. ;)

  • thats good

  • i love this. you made it looks so easy:)

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