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13.11

Financial planning

13.11 Financial planning

Calculations, budgets, goals, and strategies to help you know where you stand.

Overview

Whether you’ve received professional financial advice or you’re figuring things out yourself, this is a place to do the work.

This ID will probably end up full of notes, calculations, or spreadsheets. Whatever you do here, we recommend subfolder-ing by tax year to keep it neat and relevant to each accounting period.

Exceptions

This isn’t for costing out how much you charge for your product or service, that goes in 21.

Also see

When you’re writing or updating 11.21 Business plan, do the money calculations here.

Further reading