A handy spreadsheet for keeping track of your current financial position across a number of separate accounts. Helping you to reduce debt or track savings.
The idea behind it is simple –
- On the 1st of Each month you put the current balance of each of your accounts
- Over time, you can track your financial position and spot any trends early, plan for the future etc
I started using it to try and track paying back my student loan and reducing my debt, but over time its usage grew and I now use it to track all accounts, credit cards etc.
Links
View the Spreadsheet – View the Wealth Tracker Spreadsheet
Start using the spreadsheet – Start Using the Wealth Tracker Spreadsheet
Take a Look
- View the Wealth Tracker Spreadsheet
- View the Summary Tab, it shows:
- Overall Balance Graph
- Annual Balance Graph
- Account Breakdown Graph
- Annual Start Balance Chart
- Average Monthly Saving by Year Chart
- Monthly Saving Chart
- View the Data Tab
- There is some example data to demonstrate usage
- Each Month has its own row
- Each account has its own column
Instructions for Use
- Getting Started
- Open the Wealth Tracker Spreadsheet
- Sign into your Google Account
- Go to “File”, then “Make a copy”
- Give your version a name
- Click “OK”
- Setting Up
- Go to “Set Up” Tab
- Enter a correct start date (in the green box)
- Enter up to 10 accounts (in the green area)
- Change the target monthly saving /month to values that are appropriate (in the green area)
- Go to the “Data” tab
- Select the cell range B2: K31
- Press Delete to remove the example transactions
- Entering Records
- Go to the “Data” tab
- On the row that corresponds to the current month, enter balance for each of your account.
