Vorlage zur Erstellung einer Finanzplanung für ein Treuhand-, Buchhaltungs- oder Steuerberatungsbüro.

This ready-to-use template combines multi-currency double-entry accounting with integrated Investment Accounting to provide a comprehensive view of personal and family wealth.

It covers financial investments, bank accounts, real estate, other personal assets, liabilities, income and expenses.

Applying the same structured accounting principles used by businesses, it enables High-Net-Worth Individuals (HNWIs) and their advisors to monitor their financial position, track income and expenses, and understand how net worth evolves over time.

This predefined template provides a ready-to-use example of double-entry accounting with integrated Investment Accounting for high-net-worth individuals (HNWIs).

All investments are managed in the accounting base currency, together with the main components of personal wealth, including cash and bank accounts, real estate, other personal assets, liabilities, income, and costs.

Individual investments, such as shares, bonds, and funds, are managed through the Items table and the corresponding Investment Balance Sheet Accounts, providing a complete view of the individual's investments, financial position, and results.