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:
- liabilities (debts),
- net worth,
- dividend income,
- investment diversification,
- retirement tracking,
- FIRE percentage,
- savings / expenses / debt percentages,
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.
A fully editable Excel spreadsheet.