About you

Born in (year) Retire at (age)

Money in, each month

Take-home pay Other income

Spending, each month

A rough monthly total for each is plenty. Include loan payments (the mortgage under Housing).

What you own

What each is worth today, how much it grows a year, and anything added each month outside your take-home (a 401(k) from your paycheck, say).

What you owe

Saving what's left

Invest each month Return a year

Blank means everything left over each month.

Your numbers

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Your money

Net worth today and where it's heading, from numbers you type in.