The Personal Finance Bundle helps you to use your cash flow information to streamline other essential areas of your financial plan (like tax and retirement planning!). 

Now, YNABers can automatically populate their cash flow information directly into their Personal Finance Bundle in Google Sheets™ without having to export, copy/paste, and format the numbers.
 
This cash flow information is used to:

✓ Track overall spending
✓ Efficiently determine Federal & State tax liability for the year
✓ Calculate how much life insurance you need
✓ Conduct a retirement needs analysis to determine financial independence goals
✓ Calculate key debt management ratios

The Personal Finance Bundle is a one-time fee, spreadsheet-based product that provides a customizable framework for you to DIY your financial plan with confidence that you've covered all the key aspects to reach your goals. You can check it out at makingyourmoneymatter.com/complete-bundle-preview.