Excel template financial tracking: free download. On-line document store on 5y1.org

[DOCX File]Replacement Reserve Spreadsheet Instructions
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This Excel workbook is a useful tool for estimating the long term replacement reserve requirements for your affordable housing project. It is designed to help you determine the schedule and costs for to replace a range of exterior and interior Items and to make site improvements over a designated number of years. To use this tool you will need to inspect, inventory (establish quantities), and ...
finance tracking sheet

[DOC File]The Able Foundation (“the foundation”) depends upon a ...
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Grant Tracking Spreadsheet. Although there are many excellent grant tracking software packages on the market, a simple Grant Tracking Spreadsheet, created in Excel or Access, can be a cost effective way for a small foundation to track basic grant information. It can be easily modified to fit a foundation’s needs and priorities. Depending on the information your foundation requires and wants ...
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[DOC File]Implementation Plan Template
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The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project. Blue italicized text enclosed in square brackets ([text]) provides instructions to the document author, or describes the intent, assumptions and context for content included in this document.
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[DOC File]Project Management Plan Template
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Select File>Properties>Summary and fill in the Title field with the Document Name and the Subject field with the Project Name. Select File>Properties>Custom and fill in the Last Modified, Status, and Version fields with the appropriate information for this document.
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[DOC File]02 – Report Template Case Management
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Financial. The narrative scope of report will identify any financial issues that may affect the Veteran’s ability to participate in a program of rehabilitation and/or live independently. It will identify state, federal, and community resources to mitigate financial problems. It will assess need for more in-depth financial counseling assistance and available resources. Sufficient finances to ...
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[DOCX File]Free Business Case Template - MyPM
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A proposed project should support the objectives in the strategic plan. List specific strategic plan objectives and describe how the problem is an obstacle to reaching the specific objectives.
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[DOCX File]Sample Risk Assessment Questionnaires
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The foundation of quality financial information is in the detail of the data recorded at the general ledger (GL) level. Reconciliations serve as a key element of a system of internal control and are required by state policy.Reconciling accounts timely can help to identify and correct errors that could contain a significant or material misstatement. RATING SCALE—(Circle Choice) DEFINITION. 1 ...
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[DOC File]Tom Idzorek’s Portfolio Optimizer
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An Excel-Based Visual Basic Application. Beta Version . Written and Designed. by. Tom Idzorek. The Portfolio Optimizer is an Excel-based Visual Basic Application that demonstrates the usefulness of Visual Basic programming to the practice of financial analysis. The Optimizer uses web connectivity to download real-time data inputs, optimizes a securities list, and generates advanced statistics ...
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[DOC File]Asset Management Plan Template
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Financial forecasts (drawn from completed Capital Intentions Spreadsheet) Where the ODM section lists the range of possible projects the Financial Forecasts section identifies the selected projects based on risk, levels of service, and funding. The section shows how the ‘preliminary strategic choices’ have been considered and why the final ...
finance tracking sheet

[DOC File]SMART OBJECTIVES Template
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When it comes time to define the goals and objectives of your CoP, this template will walk you through the process of developing specific, measurable, achievable, realistic, and time-based objectives. You may want to use the SWOT Analysis Template to better understand your domain and help you develop your CoP’s objectives. Once you have created the goals of your CoP, it is time to think ...
financial planning excel template

Excel template financial tracking