- Replace the sample rows on Budget Input.
- Enter debt payments under expenses in Budget Input.
- Review totals, Feedback, subscriptions, and charts.
QUICK START ONBOARDING
From download to your first useful result.
Start with your licensed workbook, use the Quick Start Guide for setup, and follow the walkthrough when you want a guided tour.
Before you begin
- 01Download your licensed .xlsx workbook.
- 02Keep the original untouched as your backup.
- 03Work in Excel or Google Sheets.
GUIDED WALKTHROUGH
Onboarding video
Choose your edition, then work alongside the matching walkthrough.
NOW PLAYINGPravely Essentials Onboarding
Open on Vimeo
FOLLOW YOUR WORKFLOW
Choose your edition
- Complete Budget Input, then enter each debt on Debt Payoff.
- Use Interest Saved to test extra-payment scenarios.
- Build Net Worth and test Mortgage Estimator scenarios.
- Complete Budget Input, Debt Payoff, Net Worth, and Emergency Fund.
- Use Unified Dashboard and the Financial Health Score as your compass.
- Track Annual Review and project your investment goal.
SAFE SETUP
Replace examples before trusting results.
Yellow and gold cells are intended for your inputs. Light-blue cells contain assumptions or benchmarks you can adjust. Avoid typing over totals, feedback, or chart-source areas.
Final first-session check
- ✓ Income, expenses, and surplus match your expectations.
- ✓ Weekly and annual figures were converted to monthly amounts.
- ✓ Debt payments were entered only once.
- ✓ You saved your working copy after reviewing the results.