Get Everything! Tidy My Money Bundle
Get your money organised with all our tools and strengthen your financial stability. Enjoy the Tidy Money Pack and the Financial Snapshots Pack at a special price.
Price in USD (Approx GBP £16)
Get your money organised with all our tools and strengthen your financial stability. Enjoy the Tidy Money Pack and the Financial Snapshots Pack at a special price.
Price in USD (Approx GBP £16)
Get your money organised with all our tools and strengthen your financial stability. Enjoy the Tidy Money Pack and the Financial Snapshots Pack at a special price.
Price in USD (Approx GBP £16)
Tidy Money Pack
The simple-to-use Excel tool to help you track and understand your own data. Includes:
Tidy Money Tool (International dates format eg. 30/11/21)
Tidy Money Tool (US dates format eg. 11/30/21)
Tidy Money Tool Australia (Reports run Jul-Jun and int dates format eg. 30/11/21)
PDF Guide to the Tidy Money Tool
How-to Video Guides
Put to rest the question, "where has all my money gone?" as you become aware of your own money choices. Gain confidence as you make choices from an informed position
You’ll be able to
Tailor the tool to suit your lifestyle
Use the tool to track your money
View useful summaries of your money
Track your net assets and liabilities
Financial Snapshot Pack
A simple way to summarise your important legal and financial documents. Includes
12 summary forms (typeable PDF forms)
The Financial Snapshot Guide (PDF)
Get the information out of your head and into the hands of your loved ones, for the time that they’ll need it most.
You’ll be able to make as many copies as you need for your personal use.
The forms can be used no matter which country you live in. and cover most life situations.
Bank & Savings
Last Will & Testament
Personal Information
Employment Details
Retirement
Investments
Credit cards
Loans
Property
Business Shareholding
Insurance
Valuables