Your Income / Outgone Analyzer

Welcome to Your Income / Outgone Analyzer!

Below you will find two versions of the Analyzer:

  1. a down-loadable Excel worksheet, with formulae, if you are comfortable with Excel or want to keep a working file on your computer, or

  2. a PDF format that you can print to enter your numbers by hand (make note you will do all your calculations by hand too)


Income Outgone Excel


Income Outgone Pencil Paper



Remember this is not a test – it is a “fact finding mission” to help you plan a comfortable retirement!

Good Luck!