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Presets & spreadsheets

Formula-driven workbooks and saved settings for forecasting, bookkeeping, portfolio tracking and reporting.

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About Presets & spreadsheets

Workbooks and preset files that do the arithmetic for you: cash-flow forecasts, expense logs, portfolio trackers, reporting packs. Open the preview and check that formulas are visible, inputs are separated from outputs, and the maker documents any assumptions built into the totals.

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