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My personal finance spreadsheet

A SINGLE SPREADSHEET TO TRACK YOUR FINANCIAL PLAN

You can get this for free, but a donation would be appreciated.

Pro tip: Download it for free $0 if you're unsure of it's value. You can always come back and offer a fair price later.

This is a copy of the Excel spreadsheet that I created to track my finances at a high level. I use it to track:

  • assets,
  • liabilities (debts),
  • net worth,
  • investments,
  • dividend income,
  • expenses,
  • investment diversification,
  • retirement tracking,
  • FIRE percentage,
  • savings / expenses / debt percentages,
  • etc

The spreadsheet is fully editable along with some notes as to how to use it or even change it to better suite your own needs.

READ: Here is a detailed blog post about how to get the most from this spreadsheet.

PS - Click on my profile and view my other downloads.

1 rating

  • A fully editable Excel spreadsheet.
  • Size43.3 KB
  • Track overall investments
  • Track diversification
  • FIRE %
  • Fully editable

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My personal finance spreadsheet

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05/18

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