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Subscriptions and services
Cash Flow Projection Pro
70$Every month4 services in one subscription. Subscription and bill management, variable expense planning and budgeting, credit card management, and loan management.- Calculation of monthly fixed expenses
- Estimate of monthly variable expenses
- Calculation of monthly income
- Projection of profit/savings
- Credit card management
- Loan management
- Reports and suggestions are based on shared client data
Subscription and bill planning
25$Report that tracks all fixed expenses including car payment, rent payment subscriptions, etc.- All of your fixed expenses shown in one document
- Plan for bills and subscriptions
- Identify subscriptions you may not need
- Monthly payment amount and due date displayed
- Calculates monthly fixed expense amount
- Includes yearly subscriptions
- Sent as a PDF and Excel spreadsheet which can be updated
- Financial planner will advise how to spot recurring expenses
- Reports and suggestions are based on shared client data
Variable expense planning
25$This service will project variable spending and may help you identify key areas where you should cut spending.- Projections for monthly variable spending in each category
- Projections for spending on groceries, eating out, and gas
- Projections for water bill and electric bill
- Identify overspending habits
- Further analysis and suggestions if interested
- Reports and suggestions are based on shared client data
Credit card management
15$Every month+$15 Credit management setup feeReport showing key metrics for all credit cards. This report helps with planning for credit card payments- Statement balance for all credit cards in one place
- Suggested payment amount calculation for each credit line
- Available credit calculation
- Lists out due dates to ensure bills are paid on time
- Minimum payment amounts for each credit card is displayed
- Credit utilization % displayed for each account
- Document can be received as a PDF and/or excel spreadsheet
- Report can be updated on your own. Formulas are built in
- Report may help you improve your credit score
- Reports and suggestions are based on shared client data
Loan management
10$Every monthReport that breaks down the key metrics of all loan accounts. This report will show the monthly payment for each loan and the due date as well as the total monthly loan expense.- Displays each loan accounts' key metrics
- Helps the client stay on top of all loans
- Monthly payment amount and due date for each loan
- Current balance for each loan
- Displays the % of principal paid off
- Calculates total monthly loan expense
- Sent as a PDF and/or Excel spreadsheet which can be updated
- Reports and suggestions are based on shared client data
Balance sheet
5$This report will outline all of your asset holdings and outstanding liabilities. This report will give you a realistic visual of your current financial standing.- Reports and suggestions are based on shared client data
- Report showing all current and noncurrent assets
- Calculation of total assets
- Report showing all liabilities current balance
- Calculation of total liabilities
- Graphs to visualize current financial health
- Sent as a PDF and Excel spreadsheet which can be updated
Subscription, bills, and loans planning
35$Every month- Subscription tracker
- Identify subscriptions you may not need
- All fixed expenses in one place, summed up
- Stay ahead of bills, make payments on time
- Detailed breakdown of all outstanding loans
Plans & Pricing: PaidPlans
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