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Financial Planning Forms
Forms Included:
- Annual Income and Expense Plan
- Livestock Production Worksheet
- Control Sheet
Annual Income and Expense Plan:
A spreadsheet used in Holistic Financial Planning that shows the final plan and tracks actual progress and modifications made throughout the year
Please note: Make sure you print these forms at these specified sizes:
Metric: A2 (594 x 420 mm), or,
Economy option: A3 (420 x 297 mm) x 2 sheets printed in two halves that you tape together.
US: Broadsheet (22 x 17 inches), or,
Economy option: US: Ledger (17 x 11 inches) x 2 sheets printed in two halves that you tape together
The single sheet size will require a digital output printer – the kind you print house plans on – which many copy/print shops have.
Livestock Production Worksheet:
Used for Holistic Financial Planning in a livestock breeding operation to track births, deaths, changes in class, etc., and their impact on income and expenses
Please note: Make sure you print these forms at these specified sizes:
Metric: A3 (420 x 297 mm)
US: Ledger (17 x 11 inches)
If your desktop printer does not print sheets this large, most copy/print shops can do it for you.
Control Sheet:
Used in Holistic Financial Planning to report items that run counter to plan and to record decisions on corrective action and who is responsible for implementing them
Please note: This form can be printed on any desktop printer:
Metric: A4 (297 x 210 mm)
US: Letter (11 x 8.5 inches)