🏆 Cash Flow Forecast (Excel)

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.

:pray: 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?

:trophy: 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 :baseball: 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.

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