How to Quickly Compare Planned Spending Against Net Worth to Assess Capital Needs?

ettedo2000 Unconfirmed, Member

Hi everyone,

I'm looking for a straightforward and efficient method to compare my total planned spending against my net worth. I want to quickly determine if I have enough capital to cover my planned expenses or if I need to make any adjustments.

Can anyone suggest a simplified approach or tool for this? Any tips on how to structure this comparison would be greatly appreciated!

Thanks in advance!


  • DannyB
    DannyB Superuser ✭✭✭✭✭

    I'm not sure what you are asking for here. I think of net worth is an aggregate of all your actual assets and liabilities over time. Can you explain more about what you are asking maybe with some examples.

    The Spending Plan is set up to work with your monthly income and expenses and as such has a comparison of your monthly income over against your monthly expenses built in.

    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer

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