The Personal Finance Spreadsheet
Just imagine if you could...
- Know your exact net worth as it stands right now, and how much it grew in the last month and over the years
- Have a concrete plan of action for your financial goals and know when you can anticipate reaching them
- Identify which problem areas you need to curb spending on so that you can redirect your money to what matters most to you
- Feel completely confident about making major financial decisions knowing that you are as informed as can be when making them
- View your historical monthly, quarterly, and annual financial summaries and trends at the click of a button
- Feel empowered (instead of intimidated) by your finances because you have total control
- Track your journey to Financial Independence when you can comfortably live off of your savings and investments without needing to work a day in your life
Features That Will Help You Stay On Course
On The Go Access
Track and update on the go on your computer, tablet, or phone
Multi-Year Tracking
With one click, check historical data for a long-term financial overview
Customization Capabilities
Set custom categories, currency, and more to suit your needs
Automated Visuals
Simple yet key graphs and tables to get the most insight
Financial Goals Tracking
Set monthly and annual goals and track how you're doing
Sharing Capabilities
Share the spreadsheet with your accountability or life partner
It's SO Easy On The Eyes
Comes in Mustard
...And Teal
...AND Mauve!
The Personal Finance Spreadsheet Designed To Grow With You
This Google Sheet Financial Spreadsheet is for you if you want:
- Automated graphs and visuals designed to tell your money story simply, accurately, and seamlessly over the months and years
- The ability to set and track specific and time-bound annual financial goals that you can hold yourself accountable to
- Detailed spending summaries and visuals comparing your monthly budget vs actual spending
- Savings rate tracking of your monthly, quarterly, and annual pre and post-tax savings & investments rate
- A month-over-month, quarterly, and annual insight into your annual income, savings & investments, and debt & expenses
- Net Worth and (optional) FI/RE journey visualizations showing your trends, milestones, and progress to goals & FI Number
- A customizable dashboard that supports custom budgeting and net worth categories and currencies to suit your individual needs
- Multi-year tracking capabilities to provide continuous reporting on your long-term financial health
- Ability to share the spreadsheet and collaborate with a spouse, life, or accountability partner for easy updates by either or all parties
- On the go access to all your finances on your phone, tablet, or computer
- An aesthetically pleasing way to track your money. Comes in mauve, teal, and mustard
- And SO MUCH more!
What's Included In The Spreadsheet
Read ME
Contains detailed instructions for the rest of the 7 Input & Dashboard tabs
Input: Categories|Goals
Set your categories and plan your annual goals
Input: Transactions
Track your income, savings & investments, and debt & expenses
Input: Budget
Enter your expected income, savings & investments, expenses for each month
Input: Net Worth
Enter your assets and liabilities to get your net worth each month. Supports multi-year tracking
Monthly Dashboard
Select a month to get summaries and visualizations of your monthly budget and spending
Cash Flow Dashboard
With one click, choose a year to get your annual cash flow overview with month-over-month visuals
Net Worth | FI Dashboard
Understand your Net Worth and Financial Independence (FI) trends through charts, visuals, and tables
Grab our FREE Budget Spreadsheet
Get clarity on your income, savings, and expenses using this FREE Google Sheet budget spreadsheet.
Direct your hard-earned money to the things that matter most to you and reach your goals faster.
In this spreadsheet you will get:
- Automated visuals and insights
- Flexibility to set your own budgeting categories
- Trackers for expenses, income, and savings and investments
- Pie charts with breakdowns of your monthly spending
The best part? It's absolutely FREE!