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A Comparison of Personal Financial Tracking Methods: Expense Tracking vs. Asset Tracking

A Comparison of Personal Financial Tracking Methods: Expense Tracking vs. Asset Tracking

by admin | Nov 7, 2023 | Personal Finance

Issues with the Expense Tracking Method The Expense Tracking Method, commonly known as budgeting, involves the detailed recording of daily income and expenditures, maintaining account balances, categorizing and summarizing expenses, creating budgets, controlling daily...
Money-Weighted Rate of Return – Loan and Investment Programs Selection

Money-Weighted Rate of Return – Loan and Investment Programs Selection

by admin | Jun 14, 2023 | Personal Finance

Recommend checking the table of contents first.Spreadsheet calculation of the MWRR for cash flowsThe Meaning of the MWRRComparison of loan and investment programs – Application of MWRRWhich bank’s loan program should I choose?I have many loans; should I...
A feasible financial planning typically involves the following four steps and tips

A feasible financial planning typically involves the following four steps and tips

by admin | May 27, 2023 | Personal Finance

In order to achieve one’s life dreams, financial institutions, financial media, and many financial planners emphasize the importance of financial planning. However, many individuals often face challenges in implementing their plans. Why is that? Reason 1:...
Investment Return Calculation – 4 Methods and Applications

Investment Return Calculation – 4 Methods and Applications

by admin | Oct 5, 2022 | Personal Finance

Recommend checking the table of contents first. A sample set of investment return calculation transaction dataTotal ReturnUnrealized ReturnArithmetic Average ReturnMoney-Weighted Rate of Return(MWRR)Time-Weighted Rate of Return(TWRR)Investment Return Calculation...

近期文章

  • A Comparison of Personal Financial Tracking Methods: Expense Tracking vs. Asset Tracking
  • Money-Weighted Rate of Return – Loan and Investment Programs Selection
  • A feasible financial planning typically involves the following four steps and tips
  • Investment Return Calculation – 4 Methods and Applications

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