Personal Financial Index® ( PFI^TM )

Step 5: Major Purchases

Purchase 1  Years left: 5 years   You need to save an additional: 

Number of years left for purchase 1
Amount needed as full/down payment 1
Amount saved so far for purchase 1
Current monthly savings for purchase 1
Exp. avg. annual return on savings 1

Monthly savings required to accomplish this goal:
For purchase 1 you need an additional saving of:

Purchase 2  Years left: 5 years   You need to save an additional: 

Number of years left for purchase 2
Amount needed as full/down payment 2
Amount saved so far for purchase 2
Current monthly savings for purchase 2
Exp. avg. annual return on savings 2

Monthly savings required to accomplish this goal:
For purchase 2 you need an additional saving of:

Purchase 3  Years left: 5 years   You need to save an additional: 

Number of years left for purchase 3
Amount needed as full/down payment 3
Amount saved so far for purchase 3
Current monthly savings for purchase 3
Exp. avg. annual return on savings 3

Monthly savings required to accomplish this goal:
For purchase 3 you need an additional saving of:

Purchase 4  Years left: 5 years   You need to save an additional: 

Number of years left for purchase 4
Amount needed as full/down payment 4
Amount saved so far for purchase 4
Current monthly savings for purchase 4
Exp. avg. annual return on savings 4

Monthly savings required to accomplish this goal:
For purchase 4 you need an additional saving of:

Purchase 5  Years left: 5 years   You need to save an additional: 

Number of years left for purchase 5
Amount needed as full/down payment 5
Amount saved so far for purchase 5
Current monthly savings for purchase 5
Exp. avg. annual return on savings 5

Monthly savings required to accomplish this goal:
For purchase 5 you need an additional saving of:

d = default values