Customizing

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  • Customizing Part 1: Duplicating & Storing the Template
    12:33
    Customizing Part 1: Duplicating & Storing the Template

    Customizing Part 1: Duplicating & Storing the Template

    Holistic Financial Plan - TEMPLATE (G-Sheets):
    https://docs.google.com/spreadsheets/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packag...

  • Customizing Part 2: Categorizing Your Income
    06:41
    Customizing Part 2: Categorizing Your Income

    Customizing Part 2: Categorizing Your Income

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Customizing Part 3: Categorizing Your Expenses
    16:44
    Customizing Part 3: Categorizing Your Expenses

    Customizing Part 3: Categorizing Your Expenses

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Customizing Part 4: Your Homework - Entering Your Actuals
    07:38
    Customizing Part 4: Your Homework - Entering Your Actuals

    Customizing Part 4: Your Homework - Entering Your Actuals

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Customizing Part 5: BONUS TIP! Using the Comment Function in Google Sheets
    03:27
    Customizing Part 5: BONUS TIP! Using the Comment Function in Google Sheets

    Customizing Part 5: BONUS TIP! Using the Comment Function in Google Sheets

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

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