Personal Finance Tracking Spreadsheet

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This Excel Spreadsheet-based product was developed by a Finance MBA, Corporate Finance Teaching Assistant, tech analytics director for a FAANG company. It is designed to drive your financial literacy by breaking down your Balance Sheet into Assets and Liabilities. More importantly, it is designed for you to measure and set targets for your savings, investments, and/or deficit reduction. Finally, using the Financial Independence equation, you can track the time until you are FI - and change long-term assumptions about inflation and equity growth.

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A GAAP (Generally Accepted Accounting Principles) aligned Income Statement and Balance sheet template. Plus a long-term tracking / targeting table tied to the Financial Independence (FIRE) calculation.

Income Statemente

Ability to tracking monthly & yearly income and expenses.

Balance Sheet

Clear and easy to understand categories of Assets and Liabilities.

Rental Property Table

A table format of the key metrics and margin analysis of rental properties.

Long-term Balance Sheet Tracking

Ability to track Asset and Equity growth over your life and forecast future targets.

Financial Independence (FIRE) metric

Ability to use FIRE principles to understand time from retirement / financial independence.

Size

25.8 KB