Users Outside the United States

There are two major changes that Wealth Planner users who live outside the United States will make:

  1. Adjusting the US tax table

  2. Updating the currency to your currency of choice

    We strongly recommend users outside the US use the Excel version of the Wealth Planner, as it’s much easier to make updates to currency in Excel!

Updating the Tax Table

Since the US Tax Liability table feeds the tables to the right (your Estimated Monthly Breakdown and your Example Monthly Goal Breakdown), you’ll just need to clear out a few cells.

🚨 Users outside of the US:

  1. Enter your Expected Gross Annual Income in cell I4.

  2. Zero out the formulas in the tan cells (I11 through I19), shown to the right.

  3. Manually enter your total tax liability (the total amount of your income you pay in taxes in your country) in cell I13.

This will manually override the US tax calculations and produce Monthly Breakdowns that are accurate to your situation.

Updating the Currency

This should take no more than five minutes, and involves selecting all cells in the worksheet and updating the currency at the spreadsheet level, then correcting the percentages that were changed.

Check out the video to the right for full instructions.

Other Useful Reminders

  1. Be careful not to cut & pasting cells. This can create #REF errors. (Copy & paste is fine.)

  2. Only change data in the white cells. Colored cells have formulas in them to make the Planner work!

  3. Avoid adding or deleting rows & columns. (Hiding rows and columns is fine.)

  4. Looking for the full FAQ list? Check it out here.