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Family & Entity

Enter the family name and legal entity name for this budget.

Entity name used as header on financial statements.

Weeks on the Weekly Cash Flows sheet.

Optional. Upload a workbook to auto-fill income and expense categories. Accepts a Budget Appendix report, a previously generated budget workbook, or the legacy format with separate Income, Expense, Assets, and Liabilities sheets.
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Drag & drop .xlsx or .xlsm file or click to browse
Max 5 MB — Budget Appendix or legacy multi-sheet format
✓

Populate the Income Statement prior year columns (grey cells) with the uploaded monthly data.

Upload a PFS workbook with "Assets" and/or "Liabilities" sheets to auto-fill the balance sheet steps.
📋
Drag & drop PFS file or click to browse
Max 5 MB — .xlsx or .xlsm with Assets / Liabilities sheets
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Upload feature unavailable — enter data manually.

Income

%
Applies to sources you haven't individually edited.
Income Source 2025 Change % 2026 Freq Total
TOTALS

Expenses

%
Applies to categories you haven't individually edited.
Category 2025 Change % 2026 Freq Total
TOTALS

Staff

Name Title / Role Salary (Annual) Bonus (Annual)

Assets

Category Item Value ($)
TOTAL ASSETS

Liabilities

Category Item Balance ($)
TOTAL LIABILITIES

Summary

Confirm all entries below. Click Edit to jump back to any section.

Family & Entity
Family Name
LLC / Entity
Income
Name2025Change %2026 Projected
Total Income
Expenses
Wealth Maintenance
Subtotal
Lifestyle
Subtotal
Uncategorized
Subtotal
Total Expenses
Staff Modeling
Approach
Assets & Investments
Opening Cash
Public Market Investments
Private Investments
Real Estate
Collectibles
Liabilities & Debt
Credit Cards
Real Estate Debt
Vehicles & Rec Debt
Investment Leverage
No liabilities configured
Total Income (2026)
Total Expenses (2026)
Net

Generate

Ready to generate your Private Wealth budget workbook. This will produce a fully-formatted Excel file with financial statements, drivers, and cash flows.

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Generating workbook...

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✓
Workbook Ready

Pro tip: Download and review your workbook first — make any adjustments you need in Excel. When you're ready, upload the finalized model to the Dashboard Wizard to unlock client reports and sophisticated analysis.

Income (2026)
Expenses (2026)
Net