My personal finance spreadsheet

$0+
4 ratings

A SINGLE SPREADSHEET TO TRACK YOUR FINANCIAL PLAN

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.

$
I want this!

A fully editable Excel spreadsheet.

Track overall investments
Track diversification
FIRE %
Fully editable
Size
43.3 KB
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My personal finance spreadsheet

4 ratings
I want this!