Annual Spending
Plan for Wealth Building

Here are our latest updates!

Updated 3 Month Snapshot – 05 July 2023

Easier to use. Faster to complete. Download this file in the app. 

System Requirements: Excel for PC or Mac; Macros-enabled file capability

Import transactions

Now you can complete the 3 Month Snapshot faster by importing transactions from a CSV file into each month.

Navigation Buttons

Instead of scrolling through each month, you can now jump from one month’s transactions to another using the navigation buttons.

More transaction rows

You shouldn’t run out of rows for your transactions. There are plenty available without having to manually add rows.