Complete Personal Finance Dashboard - Excel 365
This is the best spreadsheet to get a full financial picture of where you are, and how you are progressing towards your goals!
Tabs:
- Transactions - Daily (Input Tab)
- Net Worth - Monthly (Input Tab)
- Categories (Input Tab)
- Annual Dashboard
- Savings & Investments
- Compound Interest Dashboard
- Budget Dashboard
- HSA Tracker
- Debt Dashboard
- Expense Dashboard
- Income Dashboard
- Financial Goals and FI/RE Goals
- Emergency Fund Calculator
Topics Covered/Calculated:
What is your spending vs what are you earning?
What is your net worth? How much debt do you have?
How are your investments and savings increasing?
How much will you have for retirement? How much more should you invest?
How you are moving towards your finance goals?
How much should your emergency fund be? How much have you saved towards that goal?
What are your income, expenses, and investment totals for the past three years?
Set income, debt, and financial independence goals
And many more!
If enhancements are made to this product you will be emailed with a new version and instructions on how to transfer information.
You will receive two Excel 365 files, one clean version and one with mock data.
Two spreadsheets, one clean and one with mock data