RealMoneyPlan User Guides show you how to use the RealMoneyPlan spreadsheet templates to easily develop your personalized and realistic financial plan.

A User Guide is included with your purchase of any edition of RealMoneyPlan personal finance spreadsheet templates. You can also download any of the guides for free.

Click on an image below to open or download the guide (500KB PDF file).

User Guides for the Expert, Family and Singles editions include:

• Why you need a personal financial plan.
• What are RealMoneyPlan templates.
• What RealMoneyPlan can do for you.
• What is included and how it works.
• What are the features.
• How to customize and personalize it.
• What you need to get started.
• Steps for completing your Annual Plan.
• Steps for completing your Lifelong Plan.
• See your income, expense and cash flow.
• See your assets, liabilities and net worth.
• Understand indexing and present worth.
• Making your plans realistic and achievable.
• How to update your plan from year to year.