Finance, KPIs & Performance · Handbook
Financial Management in Practice
The keys to economic success for non-financial managers
$15
Alternatif Business Library · Worksheet pack · Finance, KPIs & Performance
Money Management Worksheets
Printable tools to manage money with confidence
Printable sheets to take control of your money and a small business’s finances: why budgeting matters, the 50/30/20 framework, income and expense tracking, fixed and variable costs, emergency fund, debt payoff with the avalanche and snowball methods, savings goals, net worth, a bill calendar and a small-business cash flow forecast.
- Understand Why budget, the 50/30/20 framework and fixed versus variable costs.
- Control Tracking, emergency fund, debt payoff and savings goals.
- Plan Net worth, bill calendar and small-business cash flow forecast.
One-time payment · Instant download · Secure checkout with PayPal
26illustrated pages
6tools explained step by step
3classic frameworks explained
$19one-time, instant download
What is inside
2 parts, 6 practical tools.
This pack explains the essentials and provides printable sheets to fill in by hand or on screen. It includes a worked example from one running case, AI prompts to help you analyse your numbers and mistakes to avoid. It provides general educational information, not personalized financial, tax or investment advice; consult a qualified professional for your situation.
- 1
Understanding your money
Budgeting basics.
Why budget and the 50/30/20 framework · Fixed and variable costs · Tracking income and expenses
- 2
Building security and planning ahead
Emergency fund, debt, savings and cash flow.
Emergency fund and debt payoff · Savings goals and net worth · Bill calendar and small-business cash flow
Every tool follows the same structure
What it isplain languageUse it whenthe right momentVisualdiagram or tableHow to apply itnumbered stepsCaseThe Reed householdAI promptready to pasteWatch outcommon mistakes
Frameworks and real examples
The classics, explained and applied.
Each book connects its practical tools to the well-known models behind them, and shows how real companies applied the same ideas.
Classic frameworks
50/30/20 ruleZero-based budgetEmergency fund
Real-world examples
US Consumer Financial Protection BureauBenjamin Franklin
Bonus
A 2-page printable cheat sheet with every tool, the method and the checklist.
One case, start to finish
Follow The Reed household through the whole book.
Jordan and Taylor Reed live in Columbus, Ohio, with two children. Jordan is a nurse; Taylor runs a small graphic design business from home. Despite good incomes, they often reach the end of the month with nothing left, carry credit card debt and have no emergency savings. Taylor’s business income varies from month to month. The pack follows their first six months of using the sheets.
monthly net household income$8,400
credit card and car debt$14,600
emergency fund$0
monthly variation in Taylor’s business income±40%
Before you decide
Who is it for?
Ideal for
- Individuals and families who want to manage their budget
- Freelancers and owners of very small businesses
- Coaches and educators teaching financial basics
Not ideal for
- Readers seeking investment, tax or legal advice
- Accountants preparing statutory financial statements
Instant access
Money Management Worksheets
- Money Management Worksheets · 26-page illustrated PDF
- 6 tools, each with a visual, steps, a worked example and an AI prompt
- A complete printable checklist
- Worksheet: Monthly budget (50/30/20)
- Worksheet: Expense tracker
- Worksheet: Income tracker
- Worksheet: Irregular expenses planner
- Worksheet: Debt payoff plan
- Worksheet: Emergency fund tracker
- Worksheet: Savings goals
- Worksheet: Net worth statement
- Worksheet: Bill calendar
- Worksheet: 13-week cash flow forecast (small business)
- The whole method summarized on one page
- 3 classic frameworks explained (origin and use)
- Real-world examples: US Consumer Financial Protection Bureau, Benjamin Franklin
- Bonus: 2-page printable cheat sheet
$19USD · one-time payment
One-time payment of $19 USD. Card or PayPal balance.
- Instant download
- Secure PayPal checkout
- Help within 1 business day
Digital file delivered instantly. See the refund policy.
Questions
Before you buy
What format is it?
An illustrated PDF of 26 pages (A4), designed to read on screen or print. Worksheets and checklists are included at the end.
How is it delivered?
Right after payment through PayPal you get a private download page, or we email you the link, usually within a few hours. Problems: contact@aydi.ma.
Is it in English?
Yes. All library titles are written in clear, international English.
Is the case study real?
The Reed household is a fictional business with consistent figures, built so you can follow every example step by step. The book also includes short, publicly documented examples from well-known companies.
What is the cheat sheet?
A 2-page printable summary (A4 landscape) of every tool, the 7-step method, the classic frameworks and the checklist, delivered with the book.
Can I use it with my team or clients?
Yes, you can apply the methods and print the worksheets for your team and clients. You may not resell or share the file itself.
What is the refund policy?
Sales are final once downloaded, except if a file is damaged and cannot be replaced within 3 business days, if you were charged twice, or if the product is substantially different from its description. Ask within 14 days.
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