I've Kept Detailed Track of My Personal Finances for 5 Years
And if you want, you can copy me
For half a decade, I documented every account balance, from assets to liabilities, even value of my car, to hold a comprehensive understanding of my personal financial situation.
Over the years, I’ve crafted a unique pre-built Google Sheet template that can easily provide valuable perspectives on managing your finances.
Buy It Here
To kickstart its launch and garner feedback, I'm offering this template at no cost for a limited time on my Etsy store.
Purchase by January 31, 2024, and I'll reimburse your purchase as part of my testing phase. This offer applies to ANYONE, so if you have a friend who’s looking to get a better handle on their finances, share it.
Perhaps you've thought about enhancing your personal finance tracking. I can't stress enough how impactful it can be to simply monitor and document your net worth on a monthly basis. To make it even easier, I've developed a user-friendly template tailored for this purpose.
Buy Here
Insights you’ll get right away:
Net Worth
Assets Allocation
Liabilities Allocation
Finacial Priority Progress
If your Income is greater than Expenses & Analysis
Amount of High Interest Debt & Analysis
Amount of Emergency Fund & Analysis
Progress Toward Financial Independence & Analysis
FI Number
FI Ratio
ETA to FI
Estimated Federal Tax Owed (US estimate only)
Marginal Tax Rate (US estimate only)
Monthly Savings
Savings Rate
Debt to Income Ratio
Income Allocation to Essentials, Fun, and Paying Down Debt
Housing Purchase Affordability
Current Average 30 Year Mortgage Rate
Future Net Worth Projections
Insights you’ll get over time:
Lifetime Growth
Lifetime CAGR
Annual Growth Rate
Historical Avg. Monthly Savings