Throughout life, it is necessary to adopt a series of personal plans to ensure a peaceful retirement, both financially and in relation to our personal dreams. Areas such as financial control, career planning, time optimization, and self-assessment are essential methods for living happily and achieving goals more quickly.
Here are examples of spreadsheets that can be used to help you organize every area of your life.
The 3 personal spreadsheets you may need to organize your life
The use of appropriate tools will make it easier to design good planning for your life. Using spreadsheets, the whole process will be much more practical, easy and enjoyable.
1. Personal Finance Worksheet
Let's start by organizing the personal finances. See in the image below how the worksheet can help in planning and controlling your personal finances. All in a very interactive way. To get started, you need a worksheet that allows you to identify your type of accounts (receipts and expenses) and add others if necessary. Below you can see an image of the chart of accounts tab of our spreadsheet:
After that, you will want to control your daily postings so that you can have a quick analysis of your day-to-day, both card bills and day-to-day expenses:
After that, it is worth seeing the demonstration of your results (which already compiles all the information in a single table).
Once you have your consolidated results, just have quick graphical views:
2. 2.0 Career Planning Worksheet
Any human being needs to plan and organize personal and professional life. To do this, you need to balance your goals, from what you want to your personal life, through professional life and pretension of salary. All of those goals should get you closer to your life goal. See the image of the personal career planning worksheet below:
If you follow a step-by-step well done, you will be able to control your pay goals in a specific way, so you will enter and manage your career path and accomplish your goals with the help of the worksheet.
And in the end, you can watch everything with easy-to-view graphics that generate great insights into your day-to-day life.
3. 2.0 Self-Assessment Worksheet
To conclude, it is worthwhile to make a personal evaluation of your characteristics using a self-evaluation worksheet. Regardless of which segment or activity you will pursue, using this worksheet will complement your planning with information that will enable you to identify strengths and weaknesses in your personality as well as threats and opportunities. Look:
After that you will have clear results showing what you can do:
Use all of these worksheets together to achieve the greatest success in every aspect of your life.