Financial Wealth Tracker
Easily manage your financial wealth with this comprehensive Excel tracker!
Understand the state of your finances
Track your portfolio
Make more informed lifestyle decisions
Define & stick to your savings goal
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Plan your early retirement!
What you get:
Balances: track your wealth across all of your accounts
Net Worth: Savings, Investments, Cash, Debt, Mortgages
Growth Chart: easily visualise your growth through time
Savings Tracker: budget, build a savings & investment plan, stick to it
Financial Statement: cash flows, passive income, and how far you are from financial independence
Functions are automated - simply add investment lines, fill the numbers in, and watch your wealth come to life!
Each sheet provides different insights about where you are on your way to financial independence. They all come with instructions on how to operate the sheet.
Hopefully all of it makes sense, but feel free to email me at guillaume.roux.r@gmail.com with any feedback you may have (or queries).
Onwards & Upwards!
Excel Tracker Template