A Private CFO Digital Workbook

Be Your Own Private CFO Digital Workbook

Excel + Google Sheets | One-time purchase. No subscription required.

Bring your financial life together in one organized workbook. Track what you own, what you owe, where your income comes from, and where your money goes—all with automatic calculations and a full year of monthly tracking.

Created by Diana McCann, author of Be Your Own Private CFO, this workbook helps you put the book’s monthly review system into practice. Enter your numbers, review your Dashboard, and identify what deserves your attention.

What’s included

• Dashboard: See monthly income, expenses, cash flow, and net worth together, with space for observations and next steps.
• Net Worth Tracker: Record your assets and liabilities and follow changes over time.
• Income & Expense Trackers: Organize your monthly numbers by category, with automatic subtotals and annual totals.
• Budget vs Actual: Optionally compare your actual numbers with monthly targets and review the full-year comparison once all 12 months are entered.
• Account Inventory: Keep a list of your financial accounts so nothing gets overlooked.
• How to Use: Setup instructions and a repeatable monthly review routine.
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Choose the format that works for you

Your purchase includes both options:

• Microsoft Excel: Download the Excel workbook and save it to your computer. Access to Microsoft Excel is required.
• Google Sheets: Use the link in the included Start Here PDF to create your own copy. A Google account is required; a free account is sufficient.

You enter your numbers manually. No bank connections or account passwords are needed.

How you’ll receive it

After purchase, you’ll receive immediate access to download the Excel workbook and Start Here PDF, plus an email with a link to return to your downloads. The PDF includes your Google Sheets access link and setup instructions.

Purchase once and reuse each year. Save a separate copy for each year to preserve your financial history.

This is a digital product. No physical item will be shipped. The book is sold separately. For personal or household use.