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  2. 9 Free, Easy-To-Use Budget Templates and Spreadsheets - AOL

    www.aol.com/finance/9-free-easy-budget-templates...

    Google Sheets Monthly Budget Template. ... As an added bonus, the bottom of the template includes a colorful doughnut chart that details a percentage breakdown of your monthly expenses. 6. Free ...

  3. 6 Free Budget Templates for Excel, Google Sheets & Numbers - AOL

    www.aol.com/6-free-budget-templates-excel...

    Budget spreadsheets can keep your banking and spending information offline if you want, offer more customization than apps, and there’s a free budgeting template for most methods.

  4. Google Sheets - Wikipedia

    en.wikipedia.org/wiki/Google_Sheets

    Google Sheets is a spreadsheet application and part of the free, web-based Google Docs Editors suite offered by Google. Google Sheets is available as a web application; a mobile app for: Android, iOS, and as a desktop application on Google's ChromeOS. The app is compatible with Microsoft Excel file formats. [5]

  5. Chart of accounts - Wikipedia

    en.wikipedia.org/wiki/Chart_of_accounts

    A chart of accounts compatible with IFRS and US GAAP includes balance sheet (assets, liabilities and equity) and the profit and loss (revenue, expenses, gains and losses) classifications. If used by a consolidated or combined entity, it also includes separate classifications for intercompany transactions and balances.

  6. Year-to-date - Wikipedia

    en.wikipedia.org/wiki/Year-to-date

    For example, if a stock has a YTD return of 8%, it means that from January 1 of the current year to the present date, the stock has appreciated by 8%. Another example: if a property has a fiscal year-end of March 31, 2009, and the YTD rental income as of June 30, 2008, is $1,000, this indicates that the property earned $1,000 in rental income ...

  7. Waterfall chart - Wikipedia

    en.wikipedia.org/wiki/Waterfall_chart

    An example of waterfall charts. Here, there are 3 total columns called Main Column1, Middle Column, and End Value. The accumulation of successive two intermediate columns from the first total column (Main Column1) as the initial value results in the 2nd total column (Middle Column), and the rest accumulation results in the last total column (End Value) as the final value.

  8. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/Asset_allocation

    Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]

  9. Balance sheet - Wikipedia

    en.wikipedia.org/wiki/Balance_sheet

    In financial accounting, a balance sheet (also known as statement of financial position or statement of financial condition) is a summary of the financial balances of an individual or organization, whether it be a sole proprietorship, a business partnership, a corporation, private limited company or other organization such as government or not ...