My personal finance spreadsheet

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.