I might consider adding a little more granularity to the "monthly expenses" part. You already split out medical expenses, which is good. The other big two are housing (mortgage, taxes, insurance, maintenance) and planning for college educations (since it looks like this is for the US.) That last item was an eye-opener for me when I did it 20 years ago (both kids thankfully out of college now...)
In my own planning I also split out "mandatory" (e.g. food, utilities, transport,...) vs. "discretionary" (vacation, hobbies, etc.), not sure if that is a compelling feature though.
Love it!
I might consider adding a little more granularity to the "monthly expenses" part. You already split out medical expenses, which is good. The other big two are housing (mortgage, taxes, insurance, maintenance) and planning for college educations (since it looks like this is for the US.) That last item was an eye-opener for me when I did it 20 years ago (both kids thankfully out of college now...)
In my own planning I also split out "mandatory" (e.g. food, utilities, transport,...) vs. "discretionary" (vacation, hobbies, etc.), not sure if that is a compelling feature though.
Otherwise looks great!