This Personal Financial Planner Pro template will help you organize every aspect of your finances — from income and expenses to net worth, investments, debts, and savings goals — while giving you a clear view of your overall financial health. Perfect for anyone who wants control and clarity over their money!

• Read Me First

⚡ Quick Actions

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Memo

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♟ Overview

Net Worth

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Active Goals

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📊 Net Worth

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📊 Perspectives

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🔢 KPIs

Income (This Month)

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Expenses (This Month)

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🛢️ Tables

<aside> <img src="/icons/transfers_blue.svg" alt="/icons/transfers_blue.svg" width="40px" /> TRANSACTIONS

Transactions

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<aside> <img src="/icons/bullseye_blue.svg" alt="/icons/bullseye_blue.svg" width="40px" /> GOALS

Goals

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<aside> <img src="/icons/barcode_blue.svg" alt="/icons/barcode_blue.svg" width="40px" /> ASSETS - LIABILITIES = NET WORTH

Net Worth

ASSETS & LIABILITIES

Assets & Liabilities

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<aside> <img src="/icons/arrow-circle-down_blue.svg" alt="/icons/arrow-circle-down_blue.svg" width="40px" /> DEBTS

Debts

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<aside> <img src="/icons/chart-line_blue.svg" alt="/icons/chart-line_blue.svg" width="40px" /> INVESTMENTS

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