Seeking personal financial model for both family budget and investments
Project detail
Seeking personal financial model which will track family expenses, personal investments and other income. Personal investments include public equity’s and 40+ private investments, some with distributions and others waiting. Also, one income property which we want to tie into this as well. The model will need to be built for 30+ years and have functionality to scale as the investments hopefully grow over time. The goal for the model is to help us schedule cash flows to be able to plan investment dollars with cash on hand.