Wow! … Just wow!
First off, @bdunks, thanks for taking the initiative to port this popular template to Excel.
Second, I’m really impressed with the fidelity to the Sheets version. Not only the UX, but I added test data and it all lined up to the decimal point to values output from the Sheets version.
Finally, you’ve done a great job with the build quality, using spill ranges and LAMBDA functions throughout the calculations. The interoperablity with your Retirement Planner is also welcome and well done.
Overall, the worksheet is working great. If you’re open to making a few small changes, a few minor things that I noticed:
- The chart is a little wonky when year-range is updated The x-axis doesn’t grow or shrink. Should empty cells as “gaps”? Or can the data range be more dynamic?
- The range on the chart-type data validation includes a ton of blanks (
=$AB$38:$AB202
)… consider tightening this up.
-The Learn & Discuss link should point to https://community.tillerhq.com/tag/tcs-cf-forecast?
If you’re familiar with the Tiller Builder Rewards Program , you know that we award a sliding scale of cash prizes based on:
- Value of concept to the personal-finance community
- Value & quality of Tiller integration
- Uniqueness of concept vision
- User experience & usability
As the Community’s first long-term planning template available in Excel, this solution with its create build quality is a homerun and we are excited to award you $750 for building and documenting this Cash Flow Forecast template-port to Excel.
Thank you @bdunks!
P.S. You might notice a similarly effusive award and recognition in the thread for your Retirement Planner port for Excel.