Xlyourfinances Customer Interview (Eric)
Eric is a young business professional who purchased the program around the time he got married. I followed up with Eric to see if he would be willing to do a personal finance interview and he agreed.
Tell me about your personal finance journey and where you think you are on that journey?
How did you handle your personal finances before you started using xlyourfinances?
What do you like about the spreadsheet, any favorite features?
How has your view of finances changed since you started using xlyourfinances?
Were there any surprises or 'aha' moments once you started using xlyourfinances?
What advice would you give for someone who is struggling with their finances?
What level would you recommend someone be at before using xlyourfinances?
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I have been an Auditor, Analyst, Accounting Manager, Business Systems Manager, Controller, School Board Vice President, Director of Finance, CFO and COO over the past 2 decades of work experience. In my free time I developed the XLYourFinances spreadsheet and website I enjoy golf and spending time with my family. We attend church at LCBC.